Quick Stats

Mid Price GBX 352.60 Day Change GBX -1.75 (-0.49%)
Price Date 15 Jan 2019 Crown Rating 5
Shares Class Acc. Yield 0.80 %
Last Ex-Dividend Date 01 February 2018 Last Dividend amount 2.86
Dividend Frequency Annually Fund Size 369,791,210.00
Launch Date 09/02/1999 Standard Initial Charge (%) 0.00
Total Expense Ratio (%) 1.04 ISA Eligible No
Annual Management Charge (%) 0.75 Sector UK Smaller Companies

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.