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Jupiter Uk Smaller Companies Fund U1 Gbp Acc (0P00012IC8)

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1.73 -0.01    -0.48%
08/11 - Closed. Currency in GBP
Type:  Fund
Market:  United Kingdom
Issuer:  Old Mutual Investment Management Limited
ISIN:  GB00BHBX8S02 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 64.62M
Old Mutual UK Smaller Companies Fund U1 GBP Acc 1.73 -0.01 -0.48%

Jupiter Uk Smaller Companies Fund U1 Gbp Acc Overview

 
Find basic information about the Jupiter Uk Smaller Companies Fund U1 Gbp Acc mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P00012IC8 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: GB00BHBX8S02)
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Rating
1-Year Change22.76%
Prev. Close1.74
Risk Rating
TTM Yield1.95%
ROE19.41%
IssuerOld Mutual Investment Management Limited
TurnoverN/A
ROA7.33%
Inception DateFeb 17, 2014
Total Assets64.62M
Expenses0.94%
Min. Investment25,000,000
Market Cap909.48M
CategoryUK Small - Cap Equity
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1097 1011 1187 708 1026 1813
Fund Return 9.68% 1.13% 18.68% -10.87% 0.52% 6.13%
Place in category 73 52 72 174 189 92
% in Category 32 21 32 82 95 66

Top Equity Funds by Jupiter Fund Managers Limited

  Name Rating Total Assets YTD% 3Y% 10Y%
  American Equity Fund P GBP Acc 7.34M 19.49 11.85 14.69
  American Equity Fund R GBP Acc 804.71M 12.46 10.26 14.54
  American Equity Fund U1 GBP Acc 399.2M 12.52 10.34 14.62
  American Equity Fund U2 GBP Acc 971.39M 12.59 10.43 14.70
  American Equity Fund A GBP Acc 43.9M 6.85 12.91 14.28

Top Funds for UK Small-Cap Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  UK Smaller Companies Fund R Inc 79.19M -1.85 -2.74 8.23
  GB00B7FBH943 932.36M 7.68 -10.53 7.70
  GB00BBX46183 932.36M 7.87 -10.33 7.95
  UK Smaller Companies Fund I Inc 323.12M 0.03 -8.18 9.73
  GB00BP855B75 609.51M -2.07 11.25 -

Top Holdings

Name ISIN Weight % Last Change %
  Alpha FX GB00BF1TM596 4.17 2,290.00 -2.14%
  Telecom Plus GB0008794710 3.89 1,662.00 +0.12%
  Morgan Sindall GB0008085614 3.74 3,750.00 -1.83%
  JTC JE00BF4X3P53 3.67 988.00 -0.40%
  Gamma Communications PLC GB00BQS10J50 3.58 1,606.00 +1.01%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Sell Sell Neutral
Technical Indicators Neutral Strong Sell Strong Buy
Summary Neutral Strong Sell Buy
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