Jupiter UK Smaller Companies
Managed by
James Zimmerman
James Zimmerman is a graduate of the University of Pennsylvania and has passed the three levels of the CFA examinations. He re-joined the Jupiter UK Growth team in 2014. After working for two years as an analyst for Jupiter’s UK Income team, James spent one year in New York working for a global long-only equity fund, Rockefeller and Company, as an analyst for the flagship fund.
Objective
To achieve long term capital growth by investing primarily in UK Smaller Companies. To obtain the objective by investing in high quality smaller companies which the Manager believes to have significant growth potential over the medium to long term. Particular care is taken over stock selection and the Manager places a strong emphasis on the quality of a companys management.
Performance
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Rank 12/51 Total Return
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Rank 21/51 Standard Deviation
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Rank 30/51 Max Drawdown
| Fund Name | Currency | Return | |
|---|---|---|---|
| 10 | MI Chelverton UK Equity Growth B Acc | GBP | 0.7% |
| 11 | Dimensional UK Small Companies Acc | GBP | 0.1% |
| 12 | Jupiter UK Smaller Companies Acc | GBP | -0.4% |
| 13 | Investec UK Smaller Companies A Acc GBP | GBP | -0.7% |
| 14 | Unicorn UK Smaller Companies B Inc | GBP | -0.9% |
| View full league table | |||
| Fund Name | Currency | Risk | |
|---|---|---|---|
| 19 | Franklin UK Smaller Companies A inc | GBP | 14.5 |
| 20 | Marlborough Special Situations A Acc | GBP | 14.5 |
| 21 | Jupiter UK Smaller Companies Acc | GBP | 14.7 |
| 22 | AXA Framlington UK Smaller Companies R Acc | GBP | 14.8 |
| 23 | Dimensional UK Small Companies Acc | GBP | 14.8 |
| View full league table | |||
| Fund Name | Currency | Loss | |
|---|---|---|---|
| 28 | Aviva Investors UK Smaller Companies SC 1 Acc | GBP | -17.7% |
| 29 | Investec UK Smaller Companies A Acc GBP | GBP | -17.7% |
| 30 | Jupiter UK Smaller Companies Acc | GBP | -17.8% |
| 31 | Janus Henderson UK Smaller Companies A Acc | GBP | -17.9% |
| 32 | Unicorn UK Smaller Companies B Inc | GBP | -18.0% |
| View full league table | |||
Total Return
Quarterly Performance
| to 31/03/2019 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 2019 | 9.3% | ||||
| 2018 | -8.0% | 1.0% | 8.7% | -1.4% | -14.9% |
| 2017 | 41.2% | 5.8% | 9.8% | 10.5% | 9.9% |
| 2016 | 23.1% | 2.2% | -4.9% | 14.5% | 10.6% |
| 2015 | 12.8% | 4.6% | 5.5% | -0.2% | 2.4% |
| 2014 | -3.2% | 3.7% | -5.4% | -1.9% | 0.6% |
| 2013 | 31.8% | 10.9% | -1.7% | 9.1% | 10.7% |
| 2012 | 22.5% | 16.5% | -4.3% | 7.1% | 2.6% |
| 2011 | -10.2% | -1.6% | 4.6% | -15.1% | 2.8% |
| 2010 | 29.4% | 2.7% | -0.6% | 11.5% | 13.7% |
| 2009 | 47.3% | -1.7% | 22.0% | 22.1% | 0.6% |
| 2008 | -44.4% | -7.8% | 4.3% | -20.8% | -27.1% |
| 2007 | -8.1% | 7.6% | 3.9% | -8.8% | -9.8% |
| 2006 | 28.7% | 15.0% | -3.8% | 5.1% | 10.6% |
| 2005 | 7.3% | 6.3% | -2.6% | 8.5% | -4.4% |
| 2004 | 28.2% | 11.4% | 0.5% | 0.7% | 13.8% |
| 2003 | 44.6% | -6.2% | 27.0% | 12.7% | 7.7% |
| 2002 | -29.9% | -1.7% | -7.6% | -20.2% | -3.3% |
| 2001 | -22.3% | -6.7% | 1.0% | -28.6% | 15.5% |
| 2000 | 4.2% | 8.4% | -2.4% | 2.3% | -3.8% |
| 1999 | 18.8% | 12.1% | 32.7% |
Month by Month Performance
Returns Vs Risk
Asset Allocation
Breakdown
Top 10 Holdings
| Stock | Size |
|---|---|
| Northern Trust Global - The Sterling D GBP Inc | 8.51% |
| Ocado Group PLC ORD | 5.34% |
| GBP Cash | 4.55% |
| GYM Group PLC ORD | 4.06% |
| Games Workshop Group PLC ORD | 3.15% |
| Dart Group PLC ORD | 2.97% |
| Alpha Financial Markets Consulting PLC ORD | 2.78% |
| Appian Corp ORD | 2.75% |
| Applegreen PLC ORD | 2.71% |
| JD Sports Fashion PLC ORD | 2.59% |
Registered For Sale In
- United Kingdom
Fund Info
- Launch date01/03/1999
- Share Class size84Mn
- Base currencyGBX
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ISIN GB0004911870
Purchase Info
- Min. initial investment50,000
- Min. regular additional investment5,000
Charges
- Annual management1.50%
- Initial investment0.00%