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Jupiter Absolute Return

Ranked 29 out of 68 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.


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


Long/Short Equity over : 31/01/2014 - 31/01/2015
  • Rank 29/68 Total Return
  • Rank 18/68 Standard Deviation
  • Rank 8/68 Max Drawdown
Fund Name Return
27 BlackRock UK Absolute Alpha A Acc


28 Ennismore European Smaller Companies GBP A


29 Jupiter Absolute Return Acc


30 RWC Global Growth Absolute Alpha B GBP

Currency exposure is hedged

Currency exposure is hedged


30 BSF European Diversified Equity Abs Ret A2 GBP Hgd

Currency exposure is hedged

Currency exposure is hedged


Fund Name Risk
16 JPM US Select Long-Short Equity A (perf) Dis GBP H

Currency exposure is hedged

Currency exposure is hedged


17 Schroder UK Absolute Target P1 Acc


18 Jupiter Absolute Return Acc


19 Henderson European Absolute Return Ret Acc


20 GLG Financials Alternative DN H GBP

Currency exposure is hedged

Currency exposure is hedged


Fund Name Loss
6 Threadneedle (Lux)-American Absolute Alpha IGH

Currency exposure is hedged

Currency exposure is hedged


7 Henderson UK Absolute Return GBP A Acc


8 Jupiter Absolute Return Acc


9 AllianceBernstein-European Flexible Eq Pf A GBP H

Currency exposure is hedged

Currency exposure is hedged


10 Melchior Selected Trust European Absolute Ret C


Total Return

Quarterly Performance

to 01/01/2015 Annual Q1 Q2 Q3 Q4
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



Top 10 Holdings

Stock Size
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

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date14/12/2009
  • Share Class size212Mn
  • Base currencyGBP
  • ISIN GB00B5129B32

Purchase Info

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


  • 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).