Quick Stats

Bid Price GBX 20,041.00 Offer Price GBX 20,411.00
Mid Price - Day Change GBX -4.00 (-0.02%)
Price Date 19 Oct 2017 Crown Rating 1
Shares Class Inc. Yield 2.41 %
Total Expense Ratio 0.86 Fund Size 277,000,000.00
Launch Date 20/03/1991 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.75 Sector IMA UK Equity Income
Min Investment (£) 1,000.00 Total Expense Ratio (%) 0.86
ISIN GB00B2N9GS70 Min TopUp (£) 1,000.00

Fund Objective

The Fund’s objective is to achieve a total return greater than that of the NSCI (XIC) over the long term by investing in a diversified portfolio of small UK quoted companies.

Fund Managers

Peter Shaw
Peter is an Investment Manager in the UK Equities team. He joined us in 2000 from Scott Oswald (now RSM Tenon) where he was a chartered accountant. Peter studied Business Studies and Accountancy at the University of Edinburgh and is a member of the Chartered Institute for Securities & Investment.
Chris Watt
Chris joined Jupiter in 1999 and has worked in Fund Management since 2000. He has worked principally on the UK Equity desk. In August 2006 he extended these responsibilities to include Socially Responsible Investment, he is also Deputy Fund Manager of the Jupiter UK Alpha Fund. Chris has an MSc in Investment & Finance from Aberdeen University. Chris has managed the Jupiter Responsible Income Fund since January 2007.
Richard Newbery
Richard was a founding partner in May 1990 and is responsible for investment research and stock selection in the following areas–Electronic & Electrical Equipment; Food & Drug Retailers; Food Producers & Processors; and General Retailers. Previously he was with Ivory & Sime for 9 years where he managed international portfolios for a range of clients including those with a small company specialisation.
Euan Macdonald
Euan joined in May 2001, became a Partner in May 2004, and is responsible for investment research and stock selection in the following areas –Beverages; Engineering & Machinery; Personal Care & Household Products; and Software & Computer Services. Previously he was with Baillie Gifford for 10 years where he managed portfolios invested in small companies both in Continental Europe and in the UK.
Alistair Whyte
Alistair was a founding partner in May 1990 and is responsible for investment research and stock selection in the following areas -Aerospace & Defence; Diversified Industrials; Media & Entertainment; Mining; Oil & Gas; Pharmaceuticals & Biotechnology; and Steel & Other Metals. Previously he was with Ivory & Sime for 11 years where latterly he managed portfolios in Asia. Prior to that he managed portfolios with the objective of capital growth from smaller companies in the UK and internationally.
Keith Muir
Keith joined Aberforth Partners in March 2011 and is responsible for investment research and stock selection in the following areas – Automobiles & Parts; Chemicals; Construction & Materials; Electricity; Fixed Line Telecommunications; Gas, Water & Multiutilities; Household Goods & Home Construction; Industrial Metals & Mining; Leisure Goods; Mining; and Mobile Telecommunications. Previously he was an Investment Director with Standard Life Investments for 13 years and spent the last 9 years as a senior member of the Smaller Companies team with associated portfolio management responsibilities. Prior to that he gained experience with Southpac, Scottish Equitable and Murray Johnstone.