UK Small & Mid Cap Equity
Jupiter UK Mid Cap Fund
Last updated: 2026-09-18
The Verdict
Jupiter UK Mid Cap Fund charges an expense ratio of 1.66%. On a $100,000 portfolio, that's $1,660 per year in fees, and it scales with the amount invested. Supreme.PM's decoded model tracked it at 69% correlation over the measured period — partial, not close, tracking, for a flat monthly subscription that does not change with portfolio size.
Expense Ratio
1.66%
Star Rating
2/ 5
Market Beta
1.23
Model Correlation
69%
Sharpe Ratio
-0.33
Max Drawdown
66.14%
Supreme.PM Cost
Flat monthly subscription
Not a percentage of your assets
Performance
Performance comparison — 1Y: Fund 8.2% vs Model 6.3%; 3Y: Fund 38.4% vs Model 36.7%; 5Y: Fund -27.6% vs Model -33.0%.
Alpha After Fees
Supreme.PM's model shows 69% correlation with Jupiter UK Mid Cap Fund over the measured period — meaningful but partial tracking, not equivalent exposure.
Fee Analysis
Jupiter UK Mid Cap Fund charges 1.66% of assets annually. Supreme.PM charges a flat monthly subscription instead, so its cost does not rise as a portfolio grows.
Data sources: Refinitiv Lipper, SEC EDGAR Filings, Supreme.PM Analytics
Past performance does not guarantee future results. Model returns are backtested and may not reflect actual trading conditions.
Related
UK Small & Mid Cap Equity Category
Browse all UK Small & Mid Cap Equity funds
UK Small & Mid Cap Equity Rankings
Top-rated UK Small & Mid Cap Equity funds
Our Methodology
How we decode fund strategies
FP Octopus UK Micro Cap Growth
1-star rated
Legal & General UK Smaller Companies
4-star rated
Schroder UK Mid 250
5-star rated
Jupiter UK Smaller Companies Fund
1-star rated
CT UK Smaller Companies Retail
2-star rated
Frequently Asked Questions
What is the expense ratio of Jupiter UK Mid Cap Fund?
Jupiter UK Mid Cap Fund has an expense ratio of 1.66%, charged as a percentage of the amount invested. Supreme.PM's decoded model is offered for a flat monthly subscription instead.
How does Supreme.PM replicate Jupiter UK Mid Cap Fund?
Supreme.PM builds a transparent, rules-based model of listed securities designed to track this fund's return profile. Over the measured period it tracked the fund partially, at 69% correlation. The model is published in full, so its positions are visible rather than disclosed with a delay.
What are the risks of fund replication?
While our models aim for high correlation, they may not perfectly match the fund's returns due to timing differences in rebalancing, transaction costs, and disclosure delays. Backtested results may not reflect future performance.
Get This Strategy
Start investing with Supreme.PM's decoded model and save on fees while capturing similar returns.