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Jupiter UK Smaller Companies

Ranked 12 out of 51 in - UK Smaller Companies over 12 months
All calculations are in GBP unless stated

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.

Showing fund performance in United Kingdom View performance globally

Performance

UK Smaller Companies over : 31/03/2018 - 31/03/2019

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

31/12/2018

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%
31/12/2018

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/03/1999
  • Share Class size84Mn
  • Base currencyGBX
  • ISIN GB0004911870

Purchase Info

  • Min. initial investment50,000
  • Min. regular additional investment5,000

Charges

  • Annual management1.50%
  • Initial investment0.00%

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...more...

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).