Jupiter UK Dynamic Equity I Acc
- Citicode
- FER9
- Launch Date
- 03-06-1996
- Fund Size
- £982,946,608
- Yield
- 3.37%
- Ongoing Charge
- 0.76%
- Fund Managers
- Alex Savvides
Stephanie Geary
Fund Objective
The Fund objective is to provide income with the prospect of capital growth to provide a return, net of fees, over the long term (at least five years).
Top 10 Holdings
Asset Class
Fund Manager
Alex Savvides
Start Date
11-10-2024
Bio
Alex is Lead Investment Manager of the Jupiter UK Dynamic Equity strategy. He joined Jupiter in October 2024 to lead the renamed UK Special Situations Fund. Prior to joining Jupiter Alex spent 21 years at J O Hambro Capital Management where he was Senior Fund Manager of the JOHCM UK Dynamic Fund, a strategy which he developed and launched in 2008. From its launch to the end of Alex’s tenure in January 2024 the Fund had a strong track record, delivering consistent outperformance of its designated benchmark over a long timeframe and growing materially over that period.
Fund Manager
Stephanie Geary
Start Date
11-10-2024
Bio
Stephanie Geary is an Investment Manager in the UK Dynamic team. Prior to re-joining Jupiter in July 2024, Stephanie was an equity analyst at J O Hambro, supporting the UK Dynamic fund since October 2020. Prior to 2020, Stephanie held a number of quantitatively focused roles within J O Hambro. She held the position of Investment Analyst, supporting the CIO office and wider investment team with analytical solutions and product development since 2019. Prior to this she held the position of Portfolio Risk Manager, managing J O Hambro’s investment risk function, having been a member of the risk team since 2013. Stephanie joined J O Hambro in 2008, having begun her investment career at Jupiter in 2005 as a member of the portfolio analytics team. Stephanie holds a number of professional qualifications, including the CFA charter, the FRM (Financial Risk Manager) designation, CFA Certificate in Climate and Investing and Investment Management Certificate.
Data source:
All financial data is supplied by FE
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