Quick Stats

Mid Price GBX 372.78 Day Change GBX +2.61 (0.71%)
Price Date 15 Mar 2019 Crown Rating 5
Shares Class Acc. Yield 0.70 %
Last Ex-Dividend Date 01 February 2019 Dividend Frequency Annually
Sector UK Smaller Companies Fund Size 400,643,897.00
Launch Date 09/02/1999 Standard Initial Charge 0.00%
Ongoing cost 1.01% Annual Management Charge 0.75%
ISIN GB00B3LRRF45 Sedol B3LRRF4

Fund Objective

The Fund's objective is to obtain long term capital growth by investing primarily in UK smaller companies. The Manager aims to invest in high quality companies which he believes have significant growth potential over the medium to long-term.

Fund Managers

James Zimmerman
James re-joined Jupiter in 2014, having previously worked for us as an equity analyst. He is currently a fund manager in the UK Growth team and manages the Jupiter UK Smaller Companies Fund. During his year away from Jupiter, James worked for the New York-based global equity fund Rockefeller and Company, where he was an analyst for its flagship fund. James is a graduate of the University of Pennsylvania and is a CFA charterholder.