Jupiter Uk Growth Invest... Share Discussion Threads

[orinocor] 01/7/2020 18:16

The top holdings have completely changed recently. Now GlaxoSmithKline 5.6% Astrazeneca 5.2% Fidelity National Information Services 4.9% GVC 4.6% Experian 4.5% Rio Tinto 4.4% Tesco 4.3% Sage 4.3% Barclays 4.1% Pets at Home 3.7% Total 45.5%

[orinocor] 01/7/2020 16:26

Bought some since the discount has ballooned to 12.5%. Will be interesting to see if the discount control mechanism kicks in.

[orinocor] 29/4/2020 15:24

some big movers today in the top holdings Avast +7% WH Smith +8.5% There is a discount control mechanism which should keep shares within a 5% discount to net asset value

[orinocor] 09/4/2020 15:14

hxxps://www.hl.co.uk/shares/shares-search-results/p/puretech-health-plc-ordinary-1p Puretech Health is 7% of the portfolio and is up 8% today

[orinocor] 09/4/2020 15:10

Fallen along with everything else in the market rout but this trust has still not bounced back at all. https://www.hl.co.uk/shares/shares-search-results/j/jupiter-uk-growth-investment-trust-ord-5p 5% historial discount 5% yield A good portfolio. Puretech Health is 7% of the portfolio and is up 8% today.