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Jupiter UK Growth Investment Trust PLC (JPG.L)

YHD - YHD Delayed price. Currency in GBp (0.01 GBP)
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262.00-4.00 (-1.50%)
At close: 05:07PM EST

Jupiter UK Growth Investment Trust PLC

Cumberland House

1 Victoria Street, 3rd Floor

The Zig Zag Building

Management information
Richard Curling,Lead manager since 12 October 2008
Richard Curling joined Jupiter in 2006 and manages the Jupiter UK Smaller Companies Fund (Unit Trust), the Jupiter Primadona Growth Investment Trust and institutional monies. Prior to joining Jupiter, Richard worked for Morgan Grenfell as Manager of the UK pensions and Income Funds before moving to Deutsche Bank where he was appointed Managing Director and Head of Small Cap. In this position, which he held for more than ten years, Richard was responsible for managing the UK and European Small Cap team and running Small Cap equity mandates. Between 1996 and 2003, he was also Head of Global Small Cap and responsible for the Global/EAFE Small Cap product. Richard has a Bachelor of Commerce (Hons) from Edinburgh University and is an Associate of the Society of Investment Analysts.
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 Unit Trust Managers Ltd
Net assets43.83M
YTD return-4.21%
Yield2.19%
Morningstar rating★★★★
Inception date24 Jun 1972

Fund operations

Last dividend0.07
Last cap gain0.00
Holdings turnover22.14%
Average for categoryN/A

Fees and expenses

ExpenseJPG.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 loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A