Edison Investment Research - Jupiter UK Growth Investment Trust (JUKG) - Concentrated UK growth portfolio

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Edison Investment Research

Helena Coles

- Concentrated UK growth portfolio

Jupiter UK Growth Investment Trust (JUKG) aims to deliver long-term capital growth from investing predominantly in UK equities. Its approach is bottom-up, long-term and contrarian, with relatively few constraints against the benchmark. The result is a concentrated portfolio of c 35 high-conviction stocks that is significantly different from the index. JUKG is notably overweight UK domestically-focused companies and holds no stocks in the oil & gas and utilities sectors. JUKG’s manager believes there are many mispriced opportunities in the current uncertain macro environment, which is well-suited to his contrarian style.

13/10/2017 8 EN

Underlying

Jupiter UK Growth Investment Trust

Jupiter UK Growth Investment Trust is an investment trust company with its principal activity being portfolio investment. Co. focuses on capital appreciation from holding predominantly listed investment. Co. has appointed Jupiter Unit Trust Managers Limited (JUTM), as an Alternative Investment Fund Manager to provide investment management services to Co. JUTM subsequently delegated the portfolio management of Co. to Jupiter Asset Management Limited as its investment adviser and secretary. As of June 30 2017, the market value of Co.'s investment portfolio was £47.3 million.

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GB00BFD3V961 London Stock Exchange United Kingdom

Provider

Edison Investment Research

Edison is an investment research and advisory company, with offices in North America, Europe, the Middle East and AsiaPac. The heart of Edison is our world renowned equity research platform and deep multi-sector expertise. At Edison Investment Research, our research is widely read by international investors, advisors and stakeholders. Edison Advisors leverages our core research platform to provide differentiated services including investor relations and strategic consulting.

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Analysts

Helena Coles

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- Concentrated UK growth portfolio

Jupiter UK Growth Investment Trust - Recovery potential for UK equities

Jupiter UK Growth Investment Trust - Depressed UK equities may present opportunities

Jupiter UK Growth Investment Trust - Rigorous, long-term approach to stock-picking

Norcros - Sale of Johnson Tiles UK agreed

Henderson Far East Income - Repositioning to raise total returns

Freelancer - AI to drive return to growth

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