Ben Whitmore

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Glossary

  • Fund

    A way for individual investors to pool their money together, allowing them to invest in assets that would otherwise be unobtainable

  • Fund manager

    The person who decides where the fund's money should be invested. As such, finding a talented manager (such as those with a Citywire rating) is of paramount importance

  • Sector

    Funds are grouped together into sectors, allowing fund managers to be judged against their benchmarks and peer group. Each sector has rules about what assets funds are allowed to invest in

  • Assets

    A generic term meaning 'what you own'. If you can buy it, it's an asset. In the world of investments the most common assets are shares, bonds, property and cash.

  • Asset class

    A group of assets with similar properties. For example, while shares will rise or fall in price individually, economic factors can affect all shares similarly. The same economic factors might affect bonds very differently – so shares and bonds are separate asset classes.

  • Asset allocation

    The process of deciding which asset classes to invest in. Successful asset allocation is often more important than selecting individual assets (for example deciding whether to invest mainly in shares, rather than which shares to invest in). Since most fund managers are tied to their sector rules, you need to either do your own asset allocation or buy a managed fund.

  • Benchmark

    A measure of how different areas of the markets are performing, against which funds can be compared. For example, a fund in the UK All Companies sector might be compared against the FTSE All-Share index of every company traded on the London Stock Exchange. A good fund manager will be able to beat the benchmark most of the time, but very few can.

  • Securities

    A contract representing something of financial value. Shares and bonds are the most common types of securities.

  • Managed funds

    Unlike most funds, which are restricted to investing in particular markets by the rules of their sector, managed funds can invest in just about anything. While they can have subtly different objectives, they are split into 'Active Managed', where the manager is given free reign; 'Balanced Managed', where the manager can invest a maximum of 85% in shares to reduce risk; and 'Cautious Managed' with a 60% maximum in shares.

  • Shares

    A share in a company represents part ownership of its assets (e.g. its buildings, intellectual property and so on) and its future income (paid out as dividends). The value of a share depends largely on other investors' expectations of the company's future growth and income.

  • Bonds

    Companies can issue bonds as a way of raising money. When you buy a bond, the company is agreeing to pay you a fixed income (hence the alternative name 'fixed income securities') for a certain time period, after which your money is repaid. If investors suspect a company may be unable to repay, they will demand a higher income or 'yield' - hence 'high yield bonds'.

  • Risk

    The possibility that your investment objectives won't be met. The most obvious variety is 'capital risk' – the possibility that you won't get your money back – but there are many other forms such as currency risk, income risk, inflation risk (that your investments won't keep pace with the cost of living) and so on. To get better returns, you must accept more risk – this is a law of physics in investing, no matter what the people who advertise funds like to claim. Understanding your own risk tolerance is crucial.

  • Return

    A measure of how your investments have performed, relative to your initial investment. For example if you invest £1,000 in a fund, and a year later your investment is worth £1,100, you've made a 10% return.

  • Maximum loss

    Otherwise known as maximum 'drawdown', this is a measure of how much you would lose if you bought an investment at its most expensive and sold at its cheapest (which, owing to the frailties of human psychology, often happens). For example if a fund was worth £1 a unit at one point but then fell to 50p – regardless of what happened in the meantime – the fund's loss would be 50%. Comparing the maximum loss for different managers over a given period is a good way of seeing who's doing the best job of safeguarding investors' money.

Please see terms and conditions for restrictions on use of Citywire's Fund Manager database.

Ben Whitmore

Ben Whitmore

  • Currently running 2 funds
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  • Current rating:
    Citywire AA

Ben Whitmore studied geography at St John’s College, Cambridge University. He has been a fund manager since 1998 and joined Jupiter in 2006. Prior to joining Jupiter, Ben worked at Schroder Asset Management where he managed both retail and institutional portfolios. Ben is a bottom-up stock picker who manges money with a clear, contrarian, value bias. He is a member of the Institute of Investment Management and Research (IIMR).

Fund Group

Jupiter

Total returns in each sector over

  • Equity - UK (All Companies)

    45.8%Average manager 33.8%

    Equity - UK (All Companies)

    View performance chart

    45.8%

Ben Whitmore has managed funds in the below sectors for less than 3 years

  • Equity - UK Equity Income

    1 year14.5%Average manager 15.6%

    Equity - UK Equity Income

    View performance chart

    14.5%

Fund Manager's Citywire Ratings History

  • Rated AAA in May 2009May 2009
  • Rated AAA in Jun 2009
  • Rated AAA in Jul 2009
  • Rated AAA in Aug 2009
  • Rated AAA in Sep 2009
  • Rated AAA in Oct 2009
  • Rated AAA in Nov 2009
  • Rated AA in Dec 2009
  • Rated AA in Jan 20102010
  • Rated AA in Feb 2010
  • Rated A in Mar 2010
  • Rated A in Apr 2010
  • Rated AA in May 2010
  • Rated AA in Jun 2010
  • Rated AA in Jul 2010
  • Rated AA in Aug 2010
  • Rated A in Sep 2010
  • Rated AA in Oct 2010
  • Rated A in Nov 2010
  • Rated A in Dec 2010
  • Rated A in Jan 20112011
  • Rated A in Feb 2011
  • Rated A in Mar 2011
  • Rated A in Apr 2011
  • Rated A in May 2011
  • Rated A in Jun 2011
  • Rated A in Jul 2011
  • Rated A in Aug 2011
  • Rated A in Sep 2011
  • Rated A in Oct 2011
  • Rated A in Nov 2011
  • Not rated in Dec 2011
  • Not rated in Jan 20122012
  • Not rated in Feb 2012
  • Not rated in Mar 2012
  • Not rated in Apr 2012
  • Not rated in May 2012
  • Rated A in Jun 2012
  • Not rated in Jul 2012
  • Rated A in Aug 2012
  • Rated A in Sep 2012
  • Rated A in Oct 2012
  • Rated A in Nov 2012
  • Rated A in Dec 2012
  • Rated AA in Jan 20132013
  • Rated A in Feb 2013
  • Rated AA in Mar 2013
  • Rated AA in Apr 2013
  • Rated A in May 2013
  • Rated AA in Jun 2013
  • Rated AA in Jul 2013
  • Rated AA in Aug 2013
  • Rated AAA in Sep 2013
  • Rated AA in Oct 2013
  • Rated AAA in Nov 2013
  • Rated AAA in Dec 2013
  • Rated AAA in Jan 20142014
  • Rated AAA in Feb 2014
  • Rated AA in Mar 2014
  • Rated AA in Apr 2014
  • Rated AA in May 2014
  • Rated AAA in Jun 2014
  • Rated AA in Jul 2014
Learn how Citywire Ratings are calculated

News about: Ben Whitmore

How has Ben Whitmore performed over

Fund Manager's Citywire Ratings History

  • Rated AAA in May 2009May 2009
  • Rated AAA in Jun 2009
  • Rated AAA in Jul 2009
  • Rated AAA in Aug 2009
  • Rated AAA in Sep 2009
  • Rated AAA in Oct 2009
  • Rated AAA in Nov 2009
  • Rated AA in Dec 2009
  • Rated AA in Jan 20102010
  • Rated AA in Feb 2010
  • Rated A in Mar 2010
  • Rated A in Apr 2010
  • Rated AA in May 2010
  • Rated AA in Jun 2010
  • Rated AA in Jul 2010
  • Rated AA in Aug 2010
  • Rated A in Sep 2010
  • Rated AA in Oct 2010
  • Rated A in Nov 2010
  • Rated A in Dec 2010
  • Rated A in Jan 20112011
  • Rated A in Feb 2011
  • Rated A in Mar 2011
  • Rated A in Apr 2011
  • Rated A in May 2011
  • Rated A in Jun 2011
  • Rated A in Jul 2011
  • Rated A in Aug 2011
  • Rated A in Sep 2011
  • Rated A in Oct 2011
  • Rated A in Nov 2011
  • Not rated in Dec 2011
  • Not rated in Jan 20122012
  • Not rated in Feb 2012
  • Not rated in Mar 2012
  • Not rated in Apr 2012
  • Not rated in May 2012
  • Rated A in Jun 2012
  • Not rated in Jul 2012
  • Rated A in Aug 2012
  • Rated A in Sep 2012
  • Rated A in Oct 2012
  • Rated A in Nov 2012
  • Rated A in Dec 2012
  • Rated AA in Jan 20132013
  • Rated A in Feb 2013
  • Rated AA in Mar 2013
  • Rated AA in Apr 2013
  • Rated A in May 2013
  • Rated AA in Jun 2013
  • Rated AA in Jul 2013
  • Rated AA in Aug 2013
  • Rated AAA in Sep 2013
  • Rated AA in Oct 2013
  • Rated AAA in Nov 2013
  • Rated AAA in Dec 2013
  • Rated AAA in Jan 20142014
  • Rated AAA in Feb 2014
  • Rated AA in Mar 2014
  • Rated AA in Apr 2014
  • Rated AA in May 2014
  • Rated AAA in Jun 2014
  • Rated AA in Jul 2014
Learn how Citywire Ratings are calculated
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