Jupiter UK Growth Investment Trust - Rigorous, long-term approach to stock-picking
Jupiter UK Growth Investment Trust (JUKG) aims to generate long-term capital growth, primarily through investing in UK-listed equities. With few investment constraints, the manager, Steve Davies focuses on fundamental stock selection to build a concentrated portfolio of around 35 investments. Active engagement with companies’ chairmen and non-executive directors is a key part of the investment process, and contributes significantly towards the manager’s level of conviction. Davies believes stock-market drivers are changing as several big investment themes come to an end. He expects stock-picking to come back into focus and JUKG should be well-placed in this environment. On 30 November, the rollover of Jupiter Dividend & Growth Trust (JDG) into JUKG resulted in an increase in assets of £24.6m and the issue of 7.8m new shares.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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