Jupiter UK Dynamic Equity L Acc

Category UK Large-Cap Equity


star-filledstar-filledstar-filled
Last buy/sell price

254.29p

arrow-up1.35p (+0.53%)

Fund Code

BF15581

GB00BF155811

Prices updated as at 15 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.

Morningstar RatingTM (relative to category)

3 - year
Morningstar returnAbove Average
Morningstar riskAbove Average
Morningstar rating
star-filledstar-filledstar-filledstar-filled
5 - year
Morningstar returnAverage
Morningstar riskHigh
Morningstar rating
star-filledstar-filled
Overall
Morningstar returnAverage
Morningstar riskHigh
Morningstar rating
star-filledstar-filledstar-filled

  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
Potentially lower returns
Potentially higher returns

Source: Fidelity (FIL Investment SVCS (UK) Ltd)

Risk measures as of 31 Oct 2024

1 year3 years
-2.851.24
1.111.02
-0.570.23
86.0481.73
0.840.38
9.8912.48
3.795.35


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.


Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.
© Copyright 2024 Morningstar. All rights reserved.