Back to selected funds

Jupiter...

Price: 272.7000GBX

Change: 0.32%

Open an account

Jupiter UK Growth I Inc

Jupiter UK Growth I Inc

ISIN:

GB00B40C5979

Risk level:

1
2
3
4
5
6
7

FE fundinfo Rating:

IA Sector:

IA UK All Companies

Income type:

Income

Price:

272.7000GBX

29 April 2025

Last change:

0.32%

1 year change:

2.70%

5 year annualised return:

6.55%

12 month yield:

1.19%

Open an account
At a glance

At a glance performance and information

Eligibility:

Share Dealing Account
ISA
SIPP

The value of investments, and income from them, can rise and fall so you may get back less than you invest. If you are unsure about investing, seek independent advice

1 W 1 M 3 M 6 M YTD 1 Y 3 Y 5 Y Max

Add to chart:

  • Jupiter UK Growth I Inc
  • IA UK All Companies
  • FTSE All Share

Discrete calendar year performance

Discrete calendar year performance
Investment 31/03/20 to 31/03/21 31/03/21 to 31/03/22 31/03/22 to 31/03/23 31/03/23 to 31/03/24 31/03/24 to 31/03/25
Jupiter UK Growth I Inc 23.15% 10.90% 2.30% 6.72% 3.61%
IA UK All Companies 37.99% 5.36% -1.86% 7.65% 5.09%
FTSE All Share 26.71% 13.03% 2.92% 8.43% 10.46%

Trailing returns

(*annualised)

Trailing returns
Investment 3 months 6 months 1 year 3 years* 5 years*
Jupiter UK Growth I Inc -6.02% -2.62% 2.70% 3.77% 6.55%
IA UK All Companies -2.54% -0.08% 3.75% 4.01% 8.15%
FTSE All Share -0.17% 3.89% 7.02% 6.89% 10.11%

Fund Objective: The Fund objective is to provide income with the prospect of capital growth to provide a return, net of fees, over the long term (at least five years).

Manager name:

Jupiter Unit Trust Mgrs Ltd

Manager start date:

01 July 2020

Investment style:

Active,Growth

Region (geographical):

United Kingdom

Manager Biography:

Ian is a member of Newton’s equity opportunities team. Ian joined Newton in October 2020 to manage global emerging markets portfolios. Prior to joining Newton, Ian was a global emerging market equity portfolio manager at AXA Investment Managers, where he had worked since February 2012. Prior to joining AXA Investment Managers, Ian was a research analyst covering Asian financials at Matrix Group. Before joining Matrix Group, Ian was a research analyst covering emerging market financials at Nevsky Capital. Ian has a BA in Economics and Politics from Durham University and gained ACA qualification in 2003. Outside of work, Ian enjoys travelling with family and friends.

Benchmark:

FTSE All Share

Sector:

IA UK All Companies

FE fundinfo Rating:

Fees & charges

Fees and Charges

Fees and Charges
Charge Who receives this? What is it? Amount
Initial charge: The fund manager Charges applied by the fund management company for investing in their fund. Please note that Investment Managers may charge each time you buy new units or shares in a fund or trust. Where Investment Managers would have an entry charge, we will negotiate to have it waived so you will not be charged. 0.00%
Ongoing Charges: The fund manager The annual charge paid to a fund manager to cover the costs of running the fund. It is an estimate based on the actual amount charged in the previous year. 0.99%
Performance Fee: The fund manager A performance fee joins up the interest of the fund manager and their investors. A performance fee is taken when the fund beats pre-set conditions. N/A
Typical transaction cost: The fund manager The costs of dealing within a fund, which the Investment Manager must pay to continue managing the assets. This includes where the Manager decides to sell one stock and buy another. The costs will vary from one fund to another based on how often the Investment Manager trades and the costs applied when trading. 0.188%*
Dealing commission: iWeb The cost of buying or selling some or all of your investment. £5.00 (per online trade)

*This is an indication based on the market average. The fund’s actual transaction cost will be shown before you place a trade.

Account charges are not included

Breakdown

Asset Allocation

Fund size: 354,832,509.64 GBX

Chart date: April 29, 2025

Top 10 Holdings

Top 10 Holdings
Security Weight
Relx plc 7.22%
Unilever plc 6.73%
London stock exchange group plc 6.39%
Astrazeneca plc 5.76%
Compass group 4.59%
Experian plc 4.30%
Intertek group 4.15%
Reckitt benckiser group plc 4.06%
Informa plc 3.84%
Haleon plc 3.78%

Sectors

Sectors
Sectors Weight
Industrials 25.70%
Consumer Discretionary 25.10%
Health Care 14.20%
Consumer Staples 11.70%
Financials 11.40%
Technology 10.20%
Money Market 1.70%

World regions

World regions
Country Weight
UK 85.60%
USA 9.94%
Netherlands 2.42%
Cash & Cash Equivalents 2.04%
ESG

What is ESG?

ESG stands for Environmental, Social and Governance and is an approach for evaluating to what extent a company works towards social goals. For investors this can be used in order to understand how their funds and the assets they are made up of work towards these goals and use that information to help make sustainable investment choices.