Jupiter UK Dynamic Equity Class I - Income (GBP)
Our view on this Fund
This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »
This fund invests in UK companies of all sizes, although it's focused towards small and medium-sized businesses. Manager Luke Kerr can also invest the fund to benefit from falling share prices.
We hold Kerr and the UK equities team at Merian in high regard and are impressed with the fund's long-term performance, although this is not a guide to the future.
The number of units the fund can issue is capped to prevent it growing too big and compromising the manager's investment approach. This, combined with the fund's relatively high charges and performance fee, means it doesn't currently feature on the Wealth 50.