Jupiter UK Dynamic Long Short Equity Fund I (GBP) Inc header image

Jupiter UK Dynamic Long Short Equity Fund I (GBP) Inc

Fund

ISIN IE00BLP59769 / Valor 24430013

NAV (2024-12-03)
GBP 4.70+0.42%

Jupiter UK Dynamic Long Short Equity Fund I (GBP) Inc
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General Objective

The fund aims to achieve capital appreciation by taking long and short positions primarily in UK equities outside the FTSE 100 Index, with the goal of outperforming the FTSE 250 ex Investment Trust Index over rolling 3-year periods.

Fund Exposure

The fund is exposed to UK equities outside the FTSE 100 Index, with top holdings in industries such as consumer discretionary, industrials, financials, and real estate. It also holds a diversified portfolio across various sectors to achieve its investment objective.

Risks

Investors should be aware of risks such as investment risk, geographic concentration risk in the UK market, company shares risk, concentration risk due to a smaller number of investments, smaller companies risk, liquidity risk, currency risk, and derivative risk. These risks may impact the value of the fund and the ability to meet redemption requests.

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Source

https://www.jupiteram.com/uk/en/individual/product-page/jupiter-uk-dynamic-equity-fund-l-gbp-inc/

Tags:
uk equities ftse 250 long short

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OTHER SHARE CLASSES OF THIS FUND

Jupiter UK Dynamic Long Short Equity Fund L (GBP) Inc
Jupiter UK Dynamic Long Short Equity Fund L (GBP) Inc Jupiter UK Dynamic Long Short Equity Fund L (GBP) Inc Valor: 24429247
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Annual Return

-50%0%+50%

Risk level

110
0.42%GBP 4.54
Jupiter UK Dynamic Long Short Equity Fund I (EUR) Hedged Acc
Jupiter UK Dynamic Long Short Equity Fund I (EUR) Hedged Acc Jupiter UK Dynamic Long Short Equity Fund I (EUR) Hedged Acc Valor: 24430008
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.41%EUR 4.51