Jupiter UK Alpha Fund (IRL) L EUR AccRegistrati per vedere i rating |
Storico dei rendimenti | 31/03/2024 |
Crescita di 1000 (EUR) | Grafico Interattivo |
Sintesi | ||
NAV 19/04/2024 | EUR 12,894 | |
Var.Ultima Quotazione | -0,27% | |
Categoria Morningstar™ | Azionari UK Large Cap | |
Categoria Assogestioni | - | |
Isin | IE00BFWH6384 | |
Fund Size (Mil) 18/04/2024 | GBP 33,10 | |
Share Class Size (Mil) 18/04/2024 | EUR 6,03 | |
Entrata (max) | 5,00% | |
Spese correnti 04/03/2024 | 1,84% |
Morningstar Research |
Analyst Report | 29/02/2024 Morningstar Manager Research, Morningstar, Inc |
Merian UK Alpha (IRL)’s experienced lead manager, together with a proven approach continue to make it an appealing UK large cap option. Our positive view on the investment team and approach has not changed. However, under our enhanced ratings... | |
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Pilastri Morningstar | |
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Persone | 24 |
Società | 23 |
Processo | 24 |
Performance | |
Costi |
Obiettivo d'Investimento Dichiarato: Jupiter UK Alpha Fund (IRL) L EUR Acc |
The objective of the fund is to seek to achieve capital appreciation. The fund seeks to achieve its objective through investment in a well-diversified portfolio of equities of predominantly UK issuers or of issuers established outside the UK which have a predominant proportion of their assets and/or business operations in the UK or securities listed on a UK exchange. |
Rendimenti % (EUR) | |||||||||||||
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Gestione | ||
Nome del Gestore Inizio Gestione | ||
Ed Meier 01/09/2023 | ||
Errol Francis 01/09/2023 | ||
Data di Partenza 29/08/2014 |
Pubblicità |
Indice | |
Benchmark Dichiarato | Indice di Categoria Morningstar |
FTSE AllSh TR GBP | Morningstar UK All Cap TME NR GBP |
Target Market | ||||||||||||||||||||
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Composizione del Fondo Jupiter UK Alpha Fund (IRL) L EUR Acc | 29/02/2024 |
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Primi 5 Titoli | Settore | % |
AstraZeneca PLC | Salute | 5,71 |
Lloyds Banking Group PLC | Finanza | 5,10 |
Barclays PLC | Finanza | 4,77 |
Drax Group PLC | Servizi di pubblica utilità | 4,54 |
Melrose Industries PLC | Beni industriali | 4,29 |
Incremento Decremento Nuova Posizione | ||
Jupiter UK Alpha Fund (IRL) L EUR Acc |