Jupiter UK Growth Investment Trust (JUKG)

Business description

Jupiter UK Growth Investment Trust aims to achieve capital appreciation by holding predominantly listed investments. It invests in a concentrated portfolio made up of the manager’s best ideas from any sector, with typically a bias towards FTSE 100 stocks. The trust was known as Jupiter Global Trust from November 2015 until April 2016 and was previously Jupiter Primadona Growth Trust. It adopted its new name, fund manager, investment strategy and FTSE All-Share benchmark on 18 April 2016.

Stock data

Market cap.£43.5m
Last close329.50p
High / Low (52 weeks)342.5p / 283.8p
Stock market listingLN
Forecast net debt (m)N/A
Forecast gearing ratio (%)N/A
TeamInvestment Companies
SectorInvestment Companies

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Company news

Investment summary

Jupiter UK Growth Investment Trust (JUKG) aims to deliver long-term capital growth from investing predominantly in UK equities. Its approach is bottom-up, long-term and contrarian, with relatively few constraints against the benchmark. The result is a concentrated portfolio of c 35 high-conviction stocks that is significantly different from the index. JUKG is notably overweight UK domestically-focused companies and holds no stocks in the oil & gas and utilities sectors. JUKG’s manager believes there are many mispriced opportunities in the current uncertain macro environment, which is well-suited to his contrarian style.

Last updated on 13/10/2017

Key management

Tom Bartlam, Chairman
Steve Davies, Fund manager
Richard Curling , Fund manager

Company address

1 Grosvenor Place
LONDON
SW1X 7JJ
United Kingdom
020 7412 0703
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