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Jupiter Absolute Return

Ranked 74 out of 83 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 : 31/03/2017 - 31/03/2018
  • Rank 74/83 Total Return
  • Rank 13/83 Standard Deviation
  • Rank 52/83 Max Drawdown
Fund Name Currency Return
72 GAM Star Global Quality GBP Acc GBP

-2.8%

73 Schroder ISF European Eq Absolute Ret GBPH C Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-3.5%

74 Jupiter Absolute Return Acc GBP

-3.5%

75 Schroder European Equity Abs Return P1 Hgd Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-3.6%

76 Schroder ISF European Alpha Abs Return GBPH C Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-3.6%

Fund Name Currency Risk
11 BSF European Absolute Return D2 GBP GBP

2.7

12 Man GLG Innovation Equity Alternative IN H GBP Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

2.7

13 Lazard European Alternative C Dis GBP Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

2.8

13 Jupiter Absolute Return Acc GBP

2.8

15 Man GLG European Mid-Cap Eqty Alt IN H GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

3.0

Fund Name Currency Loss
50 UNI-GLOBAL Absolute Return SAH-GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-3.8%

51 Liontrust GF European Strategic Equity C3 GBP Acc GBP

-3.9%

52 Jupiter Absolute Return Acc GBP

-4.2%

53 RWC Pensato Europa Absolute Return B GBP GBP

-4.2%

54 SWMC European B GBP GBP

-4.4%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.7%
2017 -3.2% -0.3% -1.0% -0.5% -1.5%
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 size64Mn
  • Base currencyGBX
  • ISIN GB00B5129B32

Purchase Info

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

Charges

  • Annual management1.25%
  • Initial investment0

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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).