Register to get unlimited access to all of Citywire’s Fund Manager database. Registration is free and only takes a minute.

Jupiter Global Managed

Ranked 186 out of 322 in - Global Equities over 12 months
All calculations are in GBP

Managed by

Simon Somerville

Born in Melbourne, Australia in 1967, Simon Somerville studied at Durham University, graduating in 1990 with a BA honours degree in Economics. Simon’s investment career began the following year with Cazenove Fund Management. In the course of his five years with the firm, Simon progressed to become head of global & Japanese equities, before moving on to Jupiter in 2005, where he is currently joint head of the far eastern equities team. Simon is responsible for Jupiter’s Japan Income fund and the Japan elements of both the Global Managed and Global Technology funds, using a 'Growth at Reasonable Price' approach to investing. Away from the office, Simon enjoys shooting, tennis, rugby and running, including marathon running. He has completed both the Tokyo and New York marathons.

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.

Performance

Global Equities over : 31/10/2013 - 31/10/2014

Total Return

Quarterly Performance

to 31/10/2014 Annual Q1 Q2 Q3 Q4
2014 2.5% -2.0% 1.2% 2.4% 1.0%
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 16.0% 11.9% 2.3% -12.2% 15.4%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/08/2014

Top 10 Holdings

Stock Size
GBP Cash 4.32
Johnson & Johnson ORD 1.88
Microsoft Corp ORD 1.87
Bank of America Corp ORD 1.79
CVS Health Corp ORD 1.66
Comcast Corp ORD 1.62
Pfizer Inc ORD 1.60
Oracle Corp ORD 1.48
Chevron Corp ORD 1.47
BlackRock Gold & General A Inc 1.36
31/08/2014

Registered For Sale In

  1. Taiwan
  2. United Kingdom

Fund Info

  • Launch date16/02/1998
  • Share Class size294Mn
  • Base currencyGBP
  • ISIN GB0002440245

Purchase Info

  • Min. initial investment50,000
  • Min. additional investment10,000

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 rejigs Japan equity team

Dan Carter has been appointed as lead manager on the Jupiter Japan Select fund, taking over from Simon Somerville.

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

Herbert the latest protégé to join Jupiter fund manager ranks

Gregory Herbert will manage the European portfolio of Jupiter's £250 million Global Managed fund, which is spearheaded by Simon Somerville.

Somerville replaces Chatfeild-Roberts on Jupiter Global Managed fund

Simon Somerville will replace Chatfeild-Roberts as lead manager on the £256 million Jupiter Global Managed fund.

Jupiter launches Global Energy fund for Derek Pound

The need to ensure energy supply and security and the development of renewable alternative sources has never been more relevant, according to Pound. 

Jupiter's Somerville named deputy to JCR on Global Managed fund

Jupiter's veteran Japan manager Simon Somerville has been made deputy fund manager on the firm's £275 million Jupiter Global Managed fund.

Chatfeild-Roberts says some fund managers have a lot to answer for

Investors in open-ended funds holding illiquid assets, such as property and private equity, were let down by the failure to warn them of the risks involved says Jupiter's head of fund of funds.

Jupiter hands Asian fund to Surtees

Jupiter has appointed Citywire AA-rated Ben Surtees, manager of the company’s Asia Pacific Sicav, to take charge of the £46 million Jupiter Asian fund.

Jupiter to launch new fund for Japan star Somerville

Jupiter is planning to add to its Luxembourg range with a fund to be managed by AA-rated Simon Somerville, Citywire can reveal.

...more...

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