Jupiter Willacre Acc
Latest (Mid) Price:
GBX 1,398.42
Day Change:
-2.36%
| Shares Class | Inc. |
|---|---|
| Yield | 0.00 |
| Total Expense Ratio | 2.34 |
Fund Performance
Cumulative Performance
Discrete Performance
MoneyAM Fund Centre
Quick Stats
| Fund Size | 3,191,700.00 | Launch Date | 23/04/2001 | Standard Initial Charge (%) | 7.00 |
|---|---|---|---|---|---|
| Currency | GBX | ISA Eligible | No | Annual Management Charge (%) | 2.00 |
| Sector | IMA UK Equity Income | Min Investment (£) | 0.00 | Total Expense Ratio (%) | 2.34 |
| ISIN | GB0009584664 | Min Topup (£) | 0.00 | Ongoing Charge (%) | 2.4000 (on 13/02/2014) |
Fund Objective
The Fund objective is to grow the money invested in the Fund over the long-term. The Fund can invest globally in any economic sector
Fund Managers
Chris Watt
Chris joined Jupiter in 1999 and has worked in Fund Management since 2000. He has worked principally on the UK Equity desk. In August 2006 he extended these responsibilities to include Socially Responsible Investment, he is also Deputy Fund Manager of the Jupiter UK Alpha Fund. Chris has an MSc in Investment & Finance from Aberdeen University. Chris has managed the Jupiter Responsible Income Fund since January 2007.
Asset Breakdown
Region Breakdown
Sector Breakdown
Top 10 Holdings
Please remember that past performance is not a guide of future returns. The value of investments and the income from them can go down as well as up as a result of currency exchange and market fluctuations and investors may not get back the amount originally invested.
Fund data supplied by
