Jupiter UK Mid Cap Fund

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Jupiter UK Mid Cap Fund I GBP Inc

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

£1.9057

arrow-down£-0.012 (-0.61%)

Fund Code

OLMRI

B8FC6L9

GB00B8FC6L92

Prices updated as at 09 May 2025
|
Prices in GBP
Investment objective
The objective of the fund is to achieve capital growth. In seeking to achieve its investment objective the fund will aim to deliver a return, net of fees, greater than that of the FTSE 250 ex Investment Trust Index over rolling 3 year periods. The Fund invests a minimum of 60% of its Net Asset Value in a portfolio of medium sized UK companies.
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.
Company name
Jupiter Fund Managers Limited
Fund launch date
22 Feb 2002
Domicile
United Kingdom
UCITS
Yes
Fund manager
Tim Service
Manager start date
30 Nov 2023
Fund manager biography
Tim is the Lead Investment Manager for the UK Small & Mid Cap Equities team. Before joining Jupiter, Tim worked at Merian Global Investors as a UK equity fund manager. Prior to this, he worked at J.P. Morgan where he was an analyst covering European consumer goods. Before this, he was an analyst at ABN Amro, covering the food retail sector. He began his investment career in 2002. Tim has a BA in modern history and is a CFA® charterholder.
Fund manager
James Gilbert
Manager start date
30 Nov 2023
Fund manager biography
James is an Investment Manager in the UK Small & Mid Cap Equities team. Before joining Jupiter, James worked at Merian Global Investors as a UK equities analyst. Prior to this, he worked at Canaccord, where he was a support services analyst in a team ranked in the top three in the Extel Survey (2013). He began his investment career at Deutsche Bank as a graduate trainee in 2008. James has a BA in economics & management. He is a CFA® charterholder.
Head office
Millennium Bridge House,2 Lambeth Hill
London
United Kingdom
EC4P 4GG
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