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

231.51p

arrow-up1.64p (+0.71%)

Fund Code

JUUKI

B66H8P7

GB00B66H8P73

Prices updated as at 03 Dec 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.

Annual performance (%)

Year	This fund	UK Large-Cap Equity
30 Sep 13 - 30 Sep 14	9.20	5.97
30 Sep 14 - 30 Sep 15	-0.53	-0.99
30 Sep 15 - 30 Sep 16	16.92	13.90
30 Sep 16 - 30 Sep 17	14.53	11.54
30 Sep 17 - 30 Sep 18	4.68	5.06
30 Sep 18 - 30 Sep 19	-0.32	1.80
30 Sep 19 - 30 Sep 20	-22.82	-15.71
30 Sep 20 - 30 Sep 21	39.75	28.78
30 Sep 21 - 30 Sep 22	-2.03	-7.40
30 Sep 22 - 30 Sep 23	19.18	14.30
30 Sep 23 - 30 Sep 24	12.03	12.95

Trailing returns (%)

Year	This fund	UK Large-Cap Equity
1 Day	0.03	0.18
1 Month	2.91	2.10
3 Months	1.79	-0.10
6 Months	1.21	2.37
1 Year	15.05	14.63
3 Years annualised	10.59	6.35
5 Years annualised	6.82	5.10

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

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