|Bid Price||GBX 346.84||Offer Price||GBX 354.05|
|Mid Price||-||Day Change||GBX +0.09 (0.03%)|
|Price Date||18 Oct 2017||Crown Rating|
|Shares Class||Inc.||Yield||0.40 %|
|Total Expense Ratio||1.04||Fund Size||153,665,493.00|
|Launch Date||09/02/1999||Standard Initial Charge (%)||5.25|
|Annual Management Charge (%)||0.75||Sector||IMA UK Equity Income|
|Min Investment (£)||5,000,000.00||Total Expense Ratio (%)||1.04|
|ISIN||GB00B3LRRF45||Min TopUp (£)||50,000.00|
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.
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.