Jupiter UK Growth Fund L Accumulation

Category UK Large-Cap Equity
star-filled
Last buy/sell price

295.99p

arrow-down-0.47p (-0.16%)

Fund Code

BW4NVB6

GB00BW4NVB69

Prices updated as at 27 Jun 2024
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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 companies 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.

Growth of 1,000 as of 28 Jun 2024, 01:06

Trailing returns (%) as of 28 Jun 2024, 01:06

Annual performance (%)

YearThis fundUK Large-Cap Equity
31 Mar 13 - 31 Mar 14--
31 Mar 14 - 31 Mar 15--
31 Mar 15 - 31 Mar 16--
31 Mar 16 - 31 Mar 178.4618.76
31 Mar 17 - 31 Mar 18-3.850.61
31 Mar 18 - 31 Mar 19-4.125.09
31 Mar 19 - 31 Mar 20-35.50-18.97
31 Mar 20 - 31 Mar 2122.2430.63
31 Mar 21 - 31 Mar 2210.079.86
31 Mar 22 - 31 Mar 231.542.09
31 Mar 23 - 31 Mar 245.927.84

Trailing returns (%)

YearThis fundUK Large-Cap Equity
1 Day-0.25-0.27
1 Month0.81-0.76
3 Months2.784.45
6 Months4.347.74
1 Year8.4714.31
3 Years annualised4.085.90
5 Years annualised-0.514.96
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

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.