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

LSE - LSE Delayed price. Currency in GBp
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111.83+1.03 (+0.93%)
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Jupiter UK Alpha Fund P GBP Acc

Millennium Bridge House,2 Lambeth Hill

Management information
Richard Buxton,Lead manager since 11 December 2009
Richard joined Merian as head of UK equities in 2013. In early 2019, he announced his intention to step down from the CEO role (which he took on in 2015) and will remain with the business as head of UK equities. Richard was previously at Schroders. Prior to Schroders he spent more than a decade at Baring Asset Management, having commenced his investment career in 1985 at Brown Shipley Asset Management. Richard was awarded the Outstanding Contribution to the Industry honour at the Morningstar OBSR Awards in 2012 and has a degree in English language and literature from the University of Oxford.
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

CategoryUK Large-Cap Blend Equity
Fund familyJupiter Fund Managers Limited
Net assets837.68M
YTD return14.54%
Yield1.78%
Morningstar ratingN/A1
Inception date28 Jun 2019

Fund operations

Last dividend0.01
Last cap gain0.00
Holdings turnoverN/A
Average for categoryN/A

Fees and expenses

Expense0P0001HSRW.LCategory average
Annual report expense ratio (net)0.00%0.00%
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales load5.00%N/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A