Jupiter UK Alpha (IRL) AHU $

Objective: Capital growth by predominantly investing in company shares (i.e. equities) and similar investments of UK issuers or of issuers established outside the UK, which have a predominant proportion of their assets or business operations in the UK or listed on a UK exchange. Policy: In seeking to achieve its investment objective, the Fund will aim to deliver a return, net of fees, greater than that of the FTSE All-Share Index over rolling 3 year periods. The Fund will invest at least 70% in UK company shares and similar investments. Companies may be in any industry (e.g. pharmaceuticals, finance, etc). The Fund will typically invest in the shares of fewer than 45 companies. The Fund may use derivatives (i.e. financial contracts whose value is linked to the expected price movements of an underlying investment) with the aim of reducing the overall costs and/or risks of the Fund. The Fund is actively managed. Portfolio construction is driven by research into a company's future prospects in the context of the economic environment to identify attractively priced investment opportunities. The Index is a broad representation of the Fund's investment universe. Although a large proportion of the Fund's investments may be components of the Index, the Fund has the ability to deviate significantly from the Index. Dealing: In respect of the Fund, means a day (excluding Saturdays and Sundays) on which banks and stock exchanges are open for business both in Dublin and in London. Treatment of income: as shares in this class are accumulation shares, income from investments will be reinvested into the Fund and reflected in the value of the shares. Hedging policy: The Fund also aims to protect against exchange rate movements between the Fund's base currency and the share class currency by hedging.

PIR compliant

No

PEA compliant

No

PEA-PME compliant

No