Jupiter UK Multi Cap Income Fund Class W GBP Income

Category UK Equity Income

star-filledstar-filledstar-filledstar-filled
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

1,054.82p

arrow-down-2.63p (-0.25%)

Fund Code

OLMWI

BRC7L37

GB00BRC7L374

Prices updated as at 09 May 2025
|
Prices in GBX

Investment objective
To provide income and achieve capital appreciation. The fund invests at least 70% of its assets in UK equities, including ordinary shares and preference shares, without restrictions either by company, size or industry. UK equities are shares of companies that are domiciled, incorporated or have a significant portion of their business in the UK. This condition must be met in addition to the investments being listed on a stock exchange in the UK. The fund may invest in small, medium and large companies. The fund’s exposure to UK equities will be higher than 70% where the Investment Manager believes UK equities offer better return prospects than other asset classes or other geographies.

Fund statusOpen
Fund typeOpen Ended Investment Company
Fund managerAdrian Gosden
1083.53
943.08
Fund comparative indexFTSE All Share TR GBP
UK Equity Income
-
0.65
0.30
0.00
UK Equity Income
No
Fund providerJupiter Unit Trust Managers Ltd
Share class launch date12 Jul 2024
£413.03m
-
-
-
-
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.


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 2025 Morningstar. All rights reserved.