Jupiter UK Specialist Equity Fund X (GBP) Acc header image

Jupiter UK Specialist Equity Fund X (GBP) Acc

Fund

ISIN IE00BYXJSF28 / Valor 32418107

NAV (2025-02-14)
GBP 17.87+0.17%

Jupiter UK Specialist Equity Fund X (GBP) Acc
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General Objective

The fund aims to achieve capital appreciation by taking long and short positions mainly in UK equities outside the FTSE 100 Index, while seeking to deliver absolute returns in all market conditions.

Fund Exposure

The fund is primarily exposed to UK equities outside the FTSE 100 Index, with a focus on mid-cap companies. The top five long holdings include companies such as Greencore Group Plc and Scottish Mortgage Investment Trust. The fund also has exposure to the consumer discretionary and industrials sectors.

Risks

Some of the risks associated with this fund include investment risk, geographic concentration risk due to its focus on the UK market, company shares risk, smaller companies risk, liquidity risk, currency risk, and derivative risk. Investors should be aware that the value of investments can go down as well as up, and exchange rate changes may impact the value of overseas investments.

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Source

https://www.jupiteram.com/uk/en/professional/product-page/jupiter-uk-specialist-equity-fund-i-gbp-acc/

Tags:
uk equities absolute return sterling overnight interbank average rate

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OTHER SHARE CLASSES OF THIS FUND

Jupiter UK Specialist Equity Fund I GBP ACC
Jupiter UK Specialist Equity Fund I GBP ACC Jupiter UK Specialist Equity Fund I GBP ACC Valor: 32356804
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Annual Return

-50%0%+50%

Risk level

110
0.14%GBP 14.90
Jupiter UK Specialist Equity Fund I (USD) Hedged Acc
Jupiter UK Specialist Equity Fund I (USD) Hedged Acc Jupiter UK Specialist Equity Fund I (USD) Hedged Acc Valor: 32356802
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.14%USD 15.25
Jupiter UK Specialist Equity Fund L (USD) Hedged Acc
Jupiter UK Specialist Equity Fund L (USD) Hedged Acc Jupiter UK Specialist Equity Fund L (USD) Hedged Acc Valor: 32413770
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Annual Return

-50%0%+50%

Risk level

110
0.14%USD 15.21
Jupiter UK Specialist Equity Fund F GBP ACC
Jupiter UK Specialist Equity Fund F GBP ACC Jupiter UK Specialist Equity Fund F GBP ACC Valor: 32416088
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Annual Return

-50%0%+50%

Risk level

110
0.14%GBP 15.26
Jupiter UK Specialist Equity Fund L GBP ACC
Jupiter UK Specialist Equity Fund L GBP ACC Jupiter UK Specialist Equity Fund L GBP ACC Valor: 32413768
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Annual Return

-50%0%+50%

Risk level

110
0.14%GBP 14.31
Jupiter UK Specialist Equity Fund F (EUR) Hedged Acc
Jupiter UK Specialist Equity Fund F (EUR) Hedged Acc Jupiter UK Specialist Equity Fund F (EUR) Hedged Acc Valor: 32416081
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Annual Return

-50%0%+50%

Risk level

110
0.16%EUR 13.85
Jupiter UK Specialist Equity Fund I (EUR) Hedged Acc
Jupiter UK Specialist Equity Fund I (EUR) Hedged Acc Jupiter UK Specialist Equity Fund I (EUR) Hedged Acc Valor: 32356801
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.16%EUR 13.28