Jupiter UK Smaller Companies Equity Fund I Acc

The fund aims to provide a return higher than that of the Numis Smaller Companies plus AIM (Excluding Investment Companies) Index over the long term, with a minimum investment horizon of five years.

At least 70% of the fund is invested in shares of smaller companies based in the UK, while up to 30% may be allocated to other assets such as shares of companies worldwide, open-ended funds, cash, and near cash. The fund manager focuses on identifying companies with growth potential and attractive valuations, investing in a carefully selected number of high-conviction companies.

Investors should be aware that this fund is actively managed, meaning the fund manager has the flexibility to make investment decisions without being constrained by the benchmark. Additionally, the fund may not be suitable for investors looking to withdraw their capital within a five-year timeframe.

https://www.jupiteram.com/uk/en/professional/product-page/jupiter-uk-smaller-companies-equity-fund-l-gbp-acc/