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Jupiter Absolute Return

Ranked 46 out of 71 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 : 31/03/2014 - 31/03/2015
  • Rank 46/71 Total Return
  • Rank 21/71 Standard Deviation
  • Rank 15/71 Max Drawdown
Fund Name Risk
19 JPM US Select Long-Short Equity A (perf) Dis GBP H

Currency exposure is hedged

Currency exposure is hedged


20 Verrazzano European Long-Short EI GBP Hgd

Currency exposure is hedged

Currency exposure is hedged


21 Jupiter Absolute Return Acc


22 Schroder GAIA QEP Global Absolute GBP Hdg C Acc

Currency exposure is hedged

Currency exposure is hedged


22 BSF European Diversified Equity Abs Ret A2 GBP Hgd

Currency exposure is hedged

Currency exposure is hedged


Fund Name Loss
13 Threadneedle Global Extended Alpha Ret Net Acc GBP


14 Smith & Williamson Enterprise A


15 Jupiter Absolute Return Acc


16 AllianceBernstein-European Flexible Eq Pf A GBP H

Currency exposure is hedged

Currency exposure is hedged


17 RWC Global Growth Absolute Alpha B GBP

Currency exposure is hedged

Currency exposure is hedged


Total Return

Quarterly Performance

to 31/03/2015 Annual Q1 Q2 Q3 Q4
2015 3.1%
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 size210Mn
  • 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).