UK markets closed

Jupiter UK Special Situations L Acc (0P0001CSTI.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
Add to watchlist
251.16+1.68 (+0.67%)
At close: 09:00PM BST

Jupiter UK Special Situations L Acc

70 Victoria Street

The Zig Zag Building

+44 20 3817 1000
Management information
,Lead manager since 1 November 2006
Ben Whitmore joined Jupiter in October 2006. He manages the Jupiter UK Special Situations Fund (Unit Trust) and institutional assets. Prior to joining Jupiter, Ben worked at Schroders, managing both retail and institutional portfolios and some £2bn of assets - including the £281m Schroder Recovery Fund - establishing an excellent track record as a value-driven, contrarian fund manager. Ben gained a degree in Geography from Cambridge University.
Morningstar style box
Yahoo partners with Morningstar, a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box, which identifies a fund's investment focus, based on the underlying securities in the fund.
https://s.yimg.com/lq/i/fi/3_0stylelargeeq4.gif
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 Unit Trust Managers Ltd
Net assets1.56B
YTD return8.19%
Yield2.36%
Morningstar rating★★★★
Inception date15 Jun 2009

Fund operations

Last dividend0.03
Last cap gainN/A
Holdings turnover15.75%
Average for categoryN/A

Fees and expenses

Expense0P0001CSTI.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