Jupiter UK Dynamic Equity I Inc

Category UK Large-Cap Equity

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

Last buy/sell price

224.56p

arrow-up2.48p (+1.12%)

Fund Code

JUUKI

B66H8P7

GB00B66H8P73

Prices updated as at 22 Nov 2024

Prices in GBX

Investment objective

To provide a return, net of fees, higher than that provided by the FTSE All Share Index over the long term (at least five years). At least 70% of the Fund is invested in shares of 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.

Our view

The fund is managed by Ben Whitmore, who built a successful career at Schroders before joining Jupiter in 2006
This is a high-conviction ideas portfolio, run by a manager who favours a contrarian stance

The fund is managed by Ben Whitmore, who built a successful career at Schroders before joining Jupiter in 2006. He graduated from Cambridge University and has been a fund manager since 1998. Whitmore is a bottom-up stock picker who manages money with a clear, independent, value bias.

This is a high-conviction ideas portfolio, run by a manager who favours a contrarian stance. Whitmore’s approach aims to be independent of sentiment and momentum, offering investors exposure to unloved but financially sound stocks.

Whitmore is one of the highest conviction contrarian managers in the UK equity universe. He seeks stocks which are cheap on specific metrics. The portfolio reflects an amalgamation of Whitmore's best ideas and is not constrained in terms of number of stocks or risk against the benchmark.

The manager says that he wishes to spend his time measuring value rather than generating information, buying what’s cheap today and letting other people predict the future.

Jupiter is a UK-based boutique which seeks to add value for clients through the delivery of investment outperformance over the medium to long term. In June 2010 Jupiter Fund Management was listed on the London Stock Exchange.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

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Jupiter UK Dynamic Equity Fund