The Jupiter UK Smaller Companies Fund seeks to achieve long-term capital growth by investing primarily in the UK in high quality smaller companies. This is a relatively under-researched area of the UK market in contrast to larger FTSE 100 companies. For skilful stock pickers this can be an advantage, as there are greater opportunities for mis-pricing, enabling the fund manager to find value.

The fund manager, Richard Curling, invests for the long term by looking for businesses with the potential to grow successfully year after year, regardless of short-term fluctuations in the share price. He prefers companies which already demonstrate growth in sales and profits, as he finds there is limited ability for smaller companies to grow their earnings through cost cutting measures alone. 

Fund manager 
Richard Curling assumed management of the Fund in April 2006.

Key fund facts

• Over 50% of the portfolio is invested in high quality smaller companies with good growth potential over medium to long-term, identified through meetings between the fund manager and company management and quantitative screening processes.

The remainder of the Fund is invested in special situations and thematic investments where earnings momentum is positive.

Downloads

 Fund factsheet