Jupiter UK Smaller Companies Equity Fund I Acc

Category UK Small-Cap Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

392.18p

arrow-down-4.06p (-1.02%)

Fund Code

JUKSA

B3LRRF4

GB00B3LRRF45

Prices updated as at 13 Nov 2024

Prices in GBX

Investment objective

To provide a return, net of fees, higher than that provided by the Numis Smaller Companies plus AIM (Excluding Investment Companies) Index over the long term (at least five years). At least 70% of the Fund is invested in shares of smaller companies based in the UK (i.e. companies domiciled, headquartered or which conduct a majority of their business activity, in the UK). Up to 30% of the Fund may be invested in other assets, including shares of other companies (which may be based anywhere in the world), open-ended funds (including funds managed by Jupiter and its associates), cash and near cash.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Annual charges

Product charges
	0.99
	0.12
	No
	-
	0.00
	0.00
Minimum investment	25.00

Documents

Document name	Date posted	Download
Annual Reports	31 Mar 2024	pdf
Annual Short Report	31 Mar 2024	pdf
Interim Short Report	31 Mar 2024	pdf
Key Information Document / Technical Guide	16 Feb 2024	pdf

Please note that service charges will also apply. Read more about our fees.

Important Information

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