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Jupiter UK Alpha P GBP Acc (0P0001HSRW.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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121.24-0.48 (-0.39%)
As of 09:00PM BST. Market open.

Jupiter UK Alpha P GBP Acc

Millennium Bridge House,2 Lambeth Hill

+44 330 024 0785
Management information
,Lead manager since 1 September 2023
Errol Francis, Vice President, is a UK equity portfolio manager for core and income products. He joined CSAM in January 2004 from Baring Asset Management where he was responsible for the promotion of the retail unit trusts becoming the lead portfolio manager for the UK growth and equity income trusts in June 2001. Errol is an associate of the Institute of Investment Management and Research and won the Institute prize for The Financial Mathematics and Statistics Paper in November 1992.
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

Fund familyJupiter Fund Managers Limited
Net assets350.92M
YTD return4.38%
Morningstar rating★★
Inception date28 Jun 2019

Fund operations

Last dividend0.03
Last cap gainN/A
Holdings turnoverN/A
Average for categoryN/A

Fees and expenses

Expense0P0001HSRW.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