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Jupiter UK Opportunities Class I - Accumulation (GBP)

Sell:119.68p Buy:119.68p Change: 0.23p (0.19%)
Prices as at 27 March 2024
Sell:119.68p
Buy:119.68p
Change: 0.23p (0.19%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Prices as at 27 March 2024
Sell:119.68p
Buy:119.68p
Change: 0.23p (0.19%)
Prices as at 27 March 2024
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

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 »

Our view on the sector

Funds in this sector generally try to make a positive return in any market condition. But they go about it in different ways. Some focus on one type of asset, such as shares or bonds, while others invest in a variety of different assets. Some stick to one geographical area, like the UK or Europe, while others invest globally. Some also take 'short' positions, which can allow the fund to benefit from falling prices. It can be difficult to compare funds in this sector because they're so different, so each one should be considered on its own merits. Some have been more volatile than others, some have sheltered investors' money well but not done as well when markets have risen, while others have performed poorly. Like any investment, there's still a degree of risk and they're not guaranteed to make money.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

27/03/19 to 27/03/20 27/03/20 to 27/03/21 27/03/21 to 27/03/22 27/03/22 to 27/03/23 27/03/23 to 27/03/24
Annual return 2.43% 3.78% -5.64% 2.74% 4.44%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Fund Management Group Comment

Old Mutual PLC is an international financial services group listed on the FTSE 100 index. They provide long-term savings and investment solutions to a wide range of customers. The group's UK fund management arm is Old Mutual Global Investors.

Old Mutual Global Investors formed in 2012 following the merger of Old Mutual's previous UK asset management businesses, Old Mutual Asset Managers, who sold directly invested funds and Skandia Investment Group, who provided multi-asset solutions. Old Mutual Global Investors have recruited some top quality individuals over the years and have a renowned and multi-award winning UK equities team. We hold Old Mutual's UK small and medium-sized companies team in particularly high regard.

Information about the fund

Fund manager biography

manager photo
Manager Name: James Bowmaker
Manager start date: 30 September 2011
Manager located in: London

James is a Fund Manager in the UK All Cap team. Before joining Jupiter, James worked at Merian Global Investors as an assistant fund manager. Prior to this, he was a pan-European equity analyst at Baring Asset Management, focusing primarily on the consumer discretionary and consumer staples sectors. Before this, he worked at Bear Stearns as a pan-European telecommunications analyst. He began his investment career in 2005. James has a BSc in Banking and International Finance.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account