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Jupiter UK Specialist Eq.Fd.L GBP/  IE00BYXJS290  /

Fonds
NAV1/24/2025 Chg.+0.0302 Type of yield Investment Focus Investment company
14.1983GBP +0.21% reinvestment Alternative Investments AI Hedgefonds Single Strategy Jupiter AM (EU) ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2020 - - - - - - - 2.81 3.86 -1.82 -0.34 1.72 -
2021 -3.15 2.12 -2.72 1.49 -1.32 1.46 -1.46 0.00 0.85 -0.89 0.36 -0.78 -4.14%
2022 -1.44 -1.74 -3.25 -0.66 -1.02 -0.30 0.02 -1.10 -0.28 0.54 1.23 -0.73 -8.44%
2023 -0.72 -0.14 1.68 0.14 2.33 0.76 -2.53 -0.51 1.15 -0.27 2.48 -0.41 +3.91%
2024 1.93 1.92 1.88 1.07 1.17 0.53 -0.07 0.41 0.26 1.38 1.31 -1.75 -
2025 0.30 - - - - - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 3.28% 3.80% 4.09% 5.45% -%
Sharpe ratio 0.60 0.68 1.71 0.02 -
Best month +0.30% +1.38% +1.93% +2.48% +3.86%
Worst month -1.75% -1.75% -1.75% -3.25% -3.25%
Maximum loss -0.67% -2.45% -2.45% -9.70% -
Outperformance -1.47% - +1.21% - -
 
All quotes in GBP

Tranches

Name   Type of yield Repurchase p. 1 Year 3 Years
Jupiter UK Specialist Eq.Fd.F EU... reinvestment 13.7410 +8.91% +6.17%
Jupiter UK Specialist Eq.Fd.F GB... reinvestment 15.1451 +10.47% +11.11%
Jupiter UK Specialist Eq.Fd.I GB... reinvestment 14.7904 +10.20% +10.28%
Jupiter UK Specialist Eq.Fd.L GB... reinvestment 14.1983 +9.66% +8.65%
Jupiter UK Specialist Eq.Fd.I EU... reinvestment 13.1766 +8.64% +5.41%
Jupiter UK Specialist Eq.Fd.I US... reinvestment 15.1355 +10.31% +11.33%
Jupiter UK Specialist Eq.Fd.L US... reinvestment 15.0983 +9.78% +9.68%

Performance

YTD  
+0.30%
6 Months  
+2.61%
1 Year  
+9.66%
3 Years  
+8.65%
5 Years     -
Since start  
+7.56%
Year
2023  
+3.91%
2022
  -8.44%
2021
  -4.14%