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Jupiter Global Managed

Ranked 575 out of 694 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Stephen Mitchell

Stephen is responsible for managing the Jupiter Global Managed Fund. Stephen joined Jupiter in February 2015 as Head of Strategy, Global Equities to develop its global equity product and lead on global investment strategy. Previously Stephen ran a global income and growth pool for Caledonia Investments and was a member of their investment committee. Investing internationally since 1981, he spent 24 years with Robert Fleming & Co subsequently acquired by JPMorgan Asset Management in 2000.

Objective

The objective is to achieve long-term capital growth principally through investment in equities on an international basis. The Fund's investment policy is to achieve long-term capital growth through investment in a concentrated international portfolio. The portfolio will principally comprise of companies considered by the Manager to be undervalued and which exhibit favourable growth prospects arising from characteristics such as proven management or strong products or services.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 30/04/2017 - 30/04/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -7.5%
2017 9.7% 4.4% 1.2% 0.1% 3.8%
2016 25.1% 2.5% 8.1% 5.4% 7.1%
2015 -1.3% 5.5% -5.1% -7.4% 6.5%
2014 7.5% -2.0% 1.2% 2.4% 5.9%
2013 24.0% 14.8% 1.4% 1.1% 5.3%
2012 12.4% 9.0% -5.1% 4.4% 4.1%
2011 -10.1% -0.4% 0.1% -14.2% 5.0%
2010 17.4% 9.7% -9.5% 7.1% 10.3%
2009 19.5% -8.9% 6.0% 19.8% 3.3%
2008 -22.4% -7.8% 1.6% -14.2% -3.5%
2007 12.7% 6.4% 3.3% 0.5% 2.0%
2006 19.4% 15.7% -4.5% 0.3% 7.7%
2005 33.8% 5.9% 3.0% 17.8% 4.1%
2004 15.3% 4.2% 0.6% 1.8% 8.0%
2003 29.4% -3.3% 15.7% 8.3% 6.8%
2002 -21.1% 3.6% -10.0% -17.6% 2.7%
2001 -24.2% -14.5% 1.3% -17.3% 5.7%
2000 -12.1% 7.7% -2.8% -4.0% -12.6%
1999 62.6% 8.2% 7.5% -1.2% 41.5%
1998 2.3% -12.2% 15.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Spain
  2. Taiwan
  3. United Kingdom

Fund Info

  • Launch date16/02/1998
  • Share Class size46Mn
  • Base currencyGBP
  • ISIN GB0002440245

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment50

Charges

  • Annual management1.50%
  • 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).