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Jupiter Global Energy Ret

Ranked 14 out of 14 in - Energy over 12 months
All calculations are in GBP

Managed by

Derek Pound

Objective

To achieve long term capital growth by investing on a global basis prinicpally in companies that are engaged in the energy sector, including those that are engaged in the provision of services to that sector.

Performance

Energy over : 31/08/2013 - 31/08/2014

Total Return

Quarterly Performance

to 29/08/2014 Annual Q1 Q2 Q3 Q4
2014 5.3% -1.1% 11.0% -4.1%
2013 5.0% 6.5% -6.7% 6.8% -1.1%
2012 -2.6% 12.7% -15.1% 5.2% -3.2%
2011 -8.2% -18.0% 12.0%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/06/2014

Top 10 Holdings

Stock Size
Anadarko Petroleum Corp ORD 8.38
Chevron Corp ORD 7.32
Diamondback Energy Inc ORD 5.66
BP PLC ORD 4.13
Plexus Holdings PLC ORD 3.96
Cabot Oil & Gas Corp ORD 3.49
Afren PLC ORD 3.40
EOG Resources Inc ORD 3.25
Uranium Energy Corp ORD 3.20
Total SA ORD 3.19
30/06/2014

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date07/07/2011
  • Share Class size22Mn
  • Base currencyGBP
  • ISIN GB00B62G3312

Purchase Info

  • Min. initial investment500
  • Min. additional investment0

Charges

  • Annual management1.5%
  • Initial investment5.25

Related News

Derek Pound to leave Jupiter as Global Energy closes

Jupiter is to shut its Global Energy fund and its manager Derek Pound is to leave the company after almost 20 years

Jupiter Primadona is a small global growth trust that’s punching above its weight

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in GBP).