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Jupiter Uk Smaller Companies Fund I Gbp Inc (0P0000X7HD)

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2.33 -0.00    -0.21%
26/11 - Delayed Data. Currency in GBP
Type:  Fund
Market:  United Kingdom
Issuer:  Old Mutual Investment Management Limited
ISIN:  GB00B8FD4291 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 31.89M
Old Mutual UK Smaller Companies Fund R GBP Inc 2.33 -0.00 -0.21%

Jupiter Uk Smaller Companies Fund I Gbp Inc Overview

 
Find basic information about the Jupiter Uk Smaller Companies Fund I Gbp Inc 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 0P0000X7HD MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: GB00B8FD4291)
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Rating
1-Year Change15.09%
Prev. Close2.34
Risk Rating
TTM Yield1.91%
ROE19.41%
IssuerOld Mutual Investment Management Limited
TurnoverN/A
ROA7.33%
Inception DateOct 04, 2012
Total Assets31.89M
Expenses1.03%
Min. Investment1,000,000
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 1096 1011 1186 706 1022 1797
Fund Return 9.62% 1.12% 18.59% -10.95% 0.43% 6.04%
Place in category 74 53 73 176 192 96
% in Category 32 21 32 82 96 68

Top Equity Funds by Jupiter Fund Managers Limited

  Name Rating Total Assets YTD% 3Y% 10Y%
  American Equity Fund P GBP Acc 7.66M 19.49 11.85 14.69
  American Equity Fund R GBP Acc 838.25M 12.46 10.26 14.54
  American Equity Fund U1 GBP Acc 413.98M 12.52 10.34 14.62
  American Equity Fund U2 GBP Acc 1.01B 12.59 10.43 14.70
  American Equity Fund A GBP Acc 57.82M 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 78.17M -1.85 -2.74 8.23
  GB00BBX46183 916.78M 7.87 -10.33 7.95
  UK Smaller Companies Fund I Inc 313.82M 0.03 -8.18 9.73
  GB00B7VNMB18 633.84M 4.67 2.33 9.59
  Marlborough Special Situations A Ac 659.81M 4.30 -11.02 5.65

Top Holdings

Name ISIN Weight % Last Change %
  Alpha FX GB00BF1TM596 4.17 2,186.20 -0.17%
  Telecom Plus GB0008794710 3.89 1,764.00 -2.00%
  Morgan Sindall GB0008085614 3.74 3,815.00 +0.40%
  JTC JE00BF4X3P53 3.67 1,004.00 +0.20%
  Gamma Communications PLC GB00BQS10J50 3.58 1,563.60 -0.66%

Technical Summary

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