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Jupiter Absolute Return

Ranked 16 out of 74 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, independent of market conditions, by investing on a global basis.

Showing fund performance in United Kingdom View performance globally

Performance

Long/Short Equity over : 31/07/2015 - 31/07/2016
  • Rank 16/74 Total Return
  • Rank 41/74 Standard Deviation
  • Rank 18/74 Max Drawdown
Fund Name Currency Return
14 Majedie Asset Management Tortoise B Acc GBP

13.2%

15 TOSCA MICRO CAP UCITS GBP Inst Acc GBP

11.2%

16 Jupiter Absolute Return Acc GBP

10.4%

17 Majedie Tortoise A Acc GBP

10.4%

18 Pensato Europa Absolute Return R GBP B

Currency exposure is hedged

Currency exposure is hedged

GBP

9.0%

Fund Name Currency Risk
39 JPM Europe Equity Absolute Alpha C (perf) DisGBP H

Currency exposure is hedged

Currency exposure is hedged

GBP

8.2

40 Odey Giano European GBP Inc GBP

8.4

41 Jupiter Absolute Return Acc GBP

8.4

42 Schroder GAIA Sirios US Equity GBP Hdg C Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

8.5

43 AB SICAV I-Select Absolute Alpha Pf A GBP H

Currency exposure is hedged

Currency exposure is hedged

GBP

8.6

Fund Name Currency Loss
16 Schroder GAIA Egerton Equity A Dis GBP GBP

-3.2%

17 RWC Asia Absolute Alpha B GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-3.4%

18 Jupiter Absolute Return Acc GBP

-3.5%

19 TOSCA MICRO CAP UCITS GBP Inst Acc GBP

-3.8%

20 Man NewSmith UK Equity Alternative GBP

-3.9%

Total Return

Quarterly Performance

to 30/06/2016 Annual Q1 Q2 Q3 Q4
2016 4.1% 3.5%
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

Asset Allocation

Breakdown

31/03/2016

Top 10 Holdings

Stock Size
GBP Forward Contract 9.13
Northern Trust Global - The Sterling D GBP Inc 8.98
United Kingdom 1.750% 22-Jan-2017 7.79
United Kingdom 1.000% 07-Sep-2017 6.76
US Treasury 2.000% 15-Feb-2023 4.55
United Kingdom 1.250% 22-Jul-2018 4.44
ETFS Physical Gold 3.55
BP PLC ORD 3.02
esure Group PLC ORD 2.70
31/03/2016

Registered For Sale In

  1. Spain
  2. United Kingdom

Fund Info

  • Launch date14/12/2009
  • Share Class size65Mn
  • 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).