Jupiter UK Smaller Companies Fund L GBP Acc
ISIN GB00B1XG7C26 / Valor 3419036
Jupiter UK Smaller Companies Fund L GBP Acc
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General Objective
The fund aims to achieve capital growth by delivering a return greater than that of the Numis Smaller Companies Index excluding Investment Companies over rolling 3 year periods.
Fund Exposure
The fund primarily invests in UK company shares and similar investments, with at least 80% allocated to smaller companies quoted on a regulated market. The fund may also invest up to 10% in unlisted companies and uses derivatives to reduce costs and risks. Portfolio construction is driven by research into a company's future prospects to identify attractively priced investment opportunities.
Risks
Investors should be aware that the fund may not be suitable for those planning to withdraw their money within 5 years. Additionally, portfolio transaction costs, in addition to charges, may impact the fund's performance.
Source
https://www.jupiteram.com/uk/en/individual/product-page/jupiter-uk-smaller-companies-fund-p-gbp-acc/
Ratings & reviews
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