Jupiter UK Dynamic Equity Fund

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Jupiter UK Dynamic Equity I Inc

Category UK Large-Cap Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

230.06p

arrow-down-1.97p (-0.86%)

Fund Code

JUUKI

B66H8P7

GB00B66H8P73

Prices updated as at 02 Apr 2025
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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 (%)

YearThis fundUK Large-Cap Equity
31 Mar 14 - 31 Mar 159.086.59
31 Mar 15 - 31 Mar 16-4.34-3.91
31 Mar 16 - 31 Mar 1728.1718.76
31 Mar 17 - 31 Mar 18-2.160.61
31 Mar 18 - 31 Mar 192.775.09
31 Mar 19 - 31 Mar 20-21.67-18.97
31 Mar 20 - 31 Mar 2138.1930.63
31 Mar 21 - 31 Mar 229.909.86
31 Mar 22 - 31 Mar 239.852.09
31 Mar 23 - 31 Mar 246.817.84
31 Mar 24 - 31 Mar 259.218.49

Trailing returns (%)

YearThis fundUK Large-Cap Equity
1 Day-0.470.72
1 Month-2.56-1.97
3 Months2.124.11
6 Months2.633.12
1 Year8.709.33
3 Years annualised8.616.44
5 Years annualised14.8612.15
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.


Important Information

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