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Jupiter Absolute Return

Ranked 57 out of 81 in - Long/Short Equity over 12 months
All calculations are in GBP unless stated

Managed by

James Clunie

James Clunie has developed a strong reputation for managing absolute return strategies. Prior to joining Jupiter, he worked at Scottish Widows Investment Partnership as an Investment Director of equities, and managed a long/short equity fund and UK long-only funds. James was a senior lecturer in finance at the University of Edinburgh between 2003 and 2007, prior to which he worked as Head of Global Equities at Aberdeen Asset Management and Director and Head of Asset Allocation at Murray Johnstone International. James gained a degree and PhD from Edinburgh University and is a Chartered Financial Analyst.

Objective

The Fund seeks to generate absolute return, over a 3 year rolling period, independent of market conditions, by investing on a global basis. The Fund invests in a global portfolio of equities, equity related securities (including derivatives), cash, near cash, fixed interest securities, currency exchange transactions, index linked securities, money market instruments (MMIs) and deposits. At times the portfolio may be concentrated in any one or a combination of such assets and, as well as holding physical long positions the Manager may create synthetic long and short positions through derivatives.

Showing fund performance in United Kingdom View performance globally

Performance

Long/Short Equity over : 30/06/2016 - 30/06/2017
  • Rank 57/81 Total Return
  • Rank 20/81 Standard Deviation
  • Rank 42/81 Max Drawdown
Fund Name Currency Return
55 LOF - Fundamental Equity L/S Sys.Hdg.Seed (GBP) ND

Currency exposure is hedged

Currency exposure is hedged

GBP

1.5%

56 UNI-GLOBAL Absolute Return SAH-GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

1.3%

57 Jupiter Absolute Return Acc GBP

0.5%

58 Schroder ISF European Alpha Abs Return GBPH C Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

0.3%

59 TM Sanditon European Select A Acc GBP

-0.3%

Fund Name Currency Risk
19 BSF European Absolute Return D2RF GBP GBP

3.4

20 Jupiter Absolute Return Acc GBP

3.5

21 RWC Europe Absolute Alpha A GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

3.5

22 Schroder ISF European Eq Absolute Ret GBPH C Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

3.5

Fund Name Currency Loss
40 Jupiter JGF Europa L GBP B Acc HSC GBP

-2.7%

41 Ennismore European Smaller Companies GBP A GBP

-2.7%

42 Jupiter Absolute Return Acc GBP

-3.0%

43 Jupiter International Financials Acc GBP

-3.0%

44 JPM Europe Equity Absolute Alpha C (perf) DisGBP H

Currency exposure is hedged

Currency exposure is hedged

GBP

-3.1%

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 -0.3% -1.0%
2016 9.6% 4.1% 3.5% 1.6% 0.1%
2015 5.3% 3.1% -0.7% 5.0% -2.0%
2014 -0.8% 0.0% 1.0% -1.0% -0.8%
2013 1.9% 1.2% -1.0% -0.3% 1.9%
2012 0.5% 0.3% 1.2% 0.2% -1.3%
2011 -0.2% -2.4% -2.3% 4.4% 0.4%
2010 1.5% 1.8% -0.8% -2.5% 3.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date14/12/2009
  • Share Class size73Mn
  • Base currencyGBP
  • ISIN GB00B5129B32

Purchase Info

  • Min. initial investment50,000
  • Min. regular additional investment5,000

Charges

  • Annual management1.25%
  • Initial investment5.25

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).