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Jupiter UK Dynamic Eq I £ Inc (0P00013396.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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431.59-2.17 (-0.50%)
At close: 09:00PM BST

Jupiter UK Dynamic Eq I £ Inc

The Wilde-Suite G01, The Wilde, 53 Merrion Square South

Management information
,Lead manager since 30 June 2009
Luke joined the company in 2001 and manages the Merian UK Dynamic Equity Fund. He is a member of Merian's highly-rated and multi-award winning UK mid and small cap team. He was previously a consultant at Arthur Andersen. Luke has a BA in chemistry from the University of Oxford, is ACA qualified and is a CFA charterholder.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryN/A
Fund familyJupiter Asset Management (Europe) Limited
Net assetsN/A
YTD return5.17%
Yield1.81%
Morningstar rating★★
Inception date30 Jun 2009

Fund operations

Last dividend0.08
Last cap gainN/A
Holdings turnover256.66%
Average for categoryN/A

Fees and expenses

Expense0P00013396.LCategory average
Annual report expense ratio (net)0.00%N/A
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A