Quick Stats

Bid Price GBX 367.13 Offer Price GBX 370.22
Mid Price - Day Change GBX -2.05 (-0.56%)
Price Date 17 Oct 2017 Crown Rating 1
Shares Class Inc. Yield 1.90 %
Total Expense Ratio 1.04 Fund Size 1,373,823,418.00
Launch Date 01/04/1988 Standard Initial Charge (%) 5.25
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.75 Sector IMA UK Equity Income
Min Investment (£) 5,000,000.00 Total Expense Ratio (%) 1.04
ISIN GB00B54CH949 Min TopUp (£) 50,000.00

Fund Objective

The objective of the Fund is to obtain long-term capital growth. The investment policy is to invest in any economic sector principally in the UK.

Fund Managers

Steve Davies
Steve Davies joined Jupiter in 2007 and is currently Head of Strategy, UK Growth as well as the manager of the Jupiter UK Growth Fund (Unit Trust), the Jupiter UK Dynamic Growth fund (SICAV) and the Jupiter UK Growth Investment Trust PLC (Investment Trust). Before joining Jupiter, he was head of the retail research team at Numis Securities. Steve also worked as a senior retail analyst for Retail Intelligence before moving to PricewaterhouseCoopers, where he was appointed Assistant Director of the Retail and Branded Goods team. Steve has a degree in Philosophy, Politics and Economics from Oxford University.