MoneyAM Fund Centre

Quick Stats

Fund Objective

Objective: The objective of the Fund is to provide a return, net of fees, higher than that provided by the Numis Smaller Companies plus AIM (excluding Investment Companies) Index over the long term (at least five years). Policy: At least 70% of the Fund is invested in shares of smaller companies based in the UK (i.e. companies domiciled, headquartered or which conduct a majority of their business activity, in the UK). Up to 30% of the Fund may be invested in other assets, including shares of other companies which may be based anywhere in the world, open-ended funds (including funds managed by Jupiter and its associates), cash and near cash. Smaller companies are defined as UK-listed companies which are_ in the Numis Smaller Companies plus AIM (excluding Investment Companies; or in the bottom ten% (by market capitalisation) of the FTSE All Share Index; or listed on the Alternative Investment Market.

Fund Managers

Matthew Cable

Matt Cable joined Jupiter in 2019 and has managed the Jupiter UK Smaller Companies Fund since August 2019. Prior to joining Jupiter, Matt worked for 11 years at M&G. Matt has a degree in natural sciences from Cambridge University and is a CFA charter holder.