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Jupiter Uk Mid Cap L Gbp Acc (0P00000K41)

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3.61 +0.02    +0.60%
04/11 - Delayed Data. Currency in GBP
Type:  Fund
Market:  United Kingdom
ISIN:  GB00B1XG7999 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 14.59M
Old Mutual UK Mid Cap Fund A GBP Acc 3.61 +0.02 +0.60%

0P00000K41 Overview

 
Find basic information about the Jupiter Uk Mid Cap L Gbp Acc mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P00000K41 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change15.67%
Prev. Close3.58
Risk Rating
TTM Yield0.78%
ROE21.89%
IssuerN/A
Turnover51.70%
ROA9.57%
Inception DateFeb 11, 2002
Total Assets14.59M
Expenses1.91%
Min. Investment500
Market Cap3.13B
CategoryUK Mid - Cap Equity
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Jupiter Uk Mid Cap L Gbp Acc Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 998 1054 1004 633 842 1210
Fund Return -0.24% 5.36% 0.35% -14.14% -3.39% 1.92%
Place in category 29 67 47 119 117 75
% in Category 18 42 32 100 100 96

Top Equity Funds by Jupiter Fund Managers Limited

  Name Rating Total Assets YTD% 3Y% 10Y%
  American Equity Fund P GBP Acc 7M 12.25 9.99 14.25
  American Equity Fund R GBP Acc 765.21M 12.46 10.26 14.54
  American Equity Fund U1 GBP Acc 380.75M 12.52 10.34 14.62
  American Equity Fund U2 GBP Acc 924.88M 12.59 10.43 14.70
  American Equity Fund A GBP Acc 41.89M 6.85 12.91 14.28

Top Funds for UK Mid-Cap Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Castlefield CFP SDL UK Buff Ins Acc 248.08M -19.64 -0.70 -
  HSBC FTSE 250 Index Accumulation C 1.34B 9.32 -0.45 5.78
  Old Mutual UK Mid Cap Fund A GBP In 589.81K -0.24 -14.14 1.93
  GB00B7BXT545 219.03M 6.70 -1.73 6.05
  GB0008528696 676.39M 0.07 8.94 4.42

Top Holdings

Name ISIN Weight % Last Change %
  Bellway GB0000904986 4.75 2,794.0 +0.43%
  Jet2 GB00B1722W11 4.62 1,477.93 +1.79%
  Melrose Industries GB00BNGDN821 4.12 489.10 +3.14%
  Intermediate Capital GB00BYT1DJ19 3.91 2,092.00 -0.38%
  Games Workshop GB0003718474 3.24 11,880.0 -0.67%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Strong Sell Sell Sell
Technical Indicators Strong Sell Strong Sell Strong Buy
Summary Strong Sell Strong Sell Neutral
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