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Whether you're looking for a Share Dealing Account, Stocks and Shares ISA or a Self-Invested Personal Pension (SIPP), we've got an account to suit your needs.
Past performance is not a guide to future performance. Please remember the value of your investment may go down as well as up and you may not get back the full amount you invest. We don't provide advice so if you are in any doubt about buying and selling shares or making your own investment decisions we recommend you seek advice from a suitably qualified Financial Advisor. For full information about the sources of data we use, please read the page footer.
|Investment||30/06/13 to 30/06/14||30/06/14 to 30/06/15||30/06/15 to 30/06/16||30/06/16 to 30/06/17||30/06/17 to 30/06/18|
|Investment||3 months||6 months||1 year||3 years *||5 years *|
|Typical transaction cost:||0.5% of your investment (you'll be provided with the exact cost before investing in a fund)|
|*Online dealing commission:||£12.50|
To provide a return, net of fees, higher than that provided by the FTSE All Share Index over the long term (at least five years).
UK All Companies
Manager start date:
01 November 2006
Ben Whitmore joined Jupiter in October 2006. He manages the Jupiter UK Special Situations Fund (Unit Trust) and institutional assets. Prior to joining Jupiter, Ben worked at Schroders, managing both retail and institutional portfolios and some £2bn of assets - including the £281m Schroder Recovery Fund - establishing an excellent track record as a value-driven, contrarian fund manager. Ben gained a degree in Geography from Cambridge University.
UK Large-Cap Equity
|Standard Chartered PLC||4.56%|
|Smiths Group PLC||3.92%|
|Royal Dutch Shell PLC B||3.36%|
|The Western Union Co||3.22%|
|Imperial Brands PLC||3.11%|
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Halifax Share Dealing Limited. Registered in England and Wales no. 3195646. Registered Office: Trinity Road, Halifax, West Yorkshire, HX1 2RG. Authorised and regulated by the Financial Conduct Authority, 12 Endeavour Square, London, E20 1JN under registration number 183332. A Member of the London Stock Exchange and an HM Revenue & Customs Approved ISA Manager.
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