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Jupiter Absolute Return

Ranked 52 out of 67 in - Long/Short Equity over 12 months
All calculations are in GBP

Managed by

James Clunie

James Clunie joined Jupiter in 2013 having been an investment director at Scottish Widows Investment Partnership managing short and long term UK equities. Prior to joining SWIP he was a senior lecturer at the University of Edinburgh where he also studied a PhD in Finance and has a BSc(Hons) in mathematics and statistics. James is also a CFA charter-holder.

Objective

The Fund seeks to generate absolute return, independent of market conditions, by investing on a global basis.

Performance

Long/Short Equity over : 30/11/2013 - 30/11/2014
  • Rank 52/67 Total Return
  • Rank 2/67 Standard Deviation
  • Rank 10/67 Max Drawdown
Fund Name Risk
1 Threadneedle (Lux)-American Absolute Alpha IGH

Currency exposure is hedged

Currency exposure is hedged

0.6

2 Jupiter Absolute Return Acc

0.7

3 BNY Mellon Absolute Return Equity R GBP Acc

0.7

3 Aberdeen UK Flexible Strategy A Acc

0.7

5 RWC Europe Absolute Alpha A GBP

Currency exposure is hedged

Currency exposure is hedged

0.8

Fund Name Loss
8 GAM Star Global Selector GBP Acc

-1.4%

9 Henderson UK Absolute Return GBP A Acc

-1.7%

10 Jupiter Absolute Return Acc

-1.8%

11 Threadneedle (Lux)-American Absolute Alpha IGH

Currency exposure is hedged

Currency exposure is hedged

-1.8%

12 AllianceBernstein-European Flexible Eq Pf A GBP H

Currency exposure is hedged

Currency exposure is hedged

-1.8%

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 0.0% 1.0% -1.0%
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

Asset Allocation

Breakdown

30/04/2014

Top 10 Holdings

Stock Size
BP PLC ORD 3.37
Royal Dutch Shell Plc B ORD 3.23
Statoil ASA ORD 3.13
Barclays Bk PERP 2.82
US Treasury 2.000% 15-Feb-2023 2.40
esure Group PLC ORD 2.11
Centrica PLC ORD 1.90
United Kingdom 1.000% 07-Sep-2017 1.90
Deutsche Boerse AG ORD 1.84
Rio Tinto PLC ORD 1.49
30/04/2014

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date14/12/2009
  • Share Class size254Mn
  • Base currencyGBP
  • ISIN GB00B5129B32

Purchase Info

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

Charges

  • Annual management1.3%
  • 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 GBP).