Jupiter UK Smaller Companies Fund I GBP Inc

Category UK Small-Cap Equity

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

Last buy/sell price

£2.1936

arrow-down£-0.03 (-1.37%)

Fund Code

OLSMI

B8FD429

GB00B8FD4291

Prices updated as at 09 Jan 2025

Prices in GBP

Investment objective

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 Numis Smaller Companies Index excluding Investment Companies over rolling 3 year periods. The fund primarily invests in a portfolio of UK smaller 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

09 Feb 2001

Domicile

United Kingdom

UCITS

Yes

Fund manager

Matthew Cable

Manager start date

01 Jul 2024

Fund manager biography

Matt is an Investment Manager in the UK Small & Mid Cap Equities team. Before joining Jupiter, Matt worked at M&G for 11 years, during which time he was a member of the smaller companies team, and was involved in the running of c. £850m of assets. He began his investment career in 2001. Matt has a degree in pharmacology and is a CFA® charterholder.

Fund manager

Tim Service

Manager start date

01 Jul 2024

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.

Head office

Millennium Bridge House,2 Lambeth Hill

London

United Kingdom

EC4P 4GG

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