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Jupiter UK Alpha

Ranked 72 out of 265 in - UK (All Companies) over 12 months
All calculations are in GBP

Managed by

Chris Watt

As manager of the Jupiter Responsible Income Fund, Chris Watt takes a bottom-up approach to investing and focuses on traditional valuation metrics, such as price to earnings ratio, dividend yield and FCF yield, combined with analysis of balance sheet strength. The fund has a large-mid cap focus. Chris invests in his own strategies and changes them according to the global economic environment. He joined Jupiter Asset Management in 2000 and holds an MSc Cert in Investment & Finance from Aberdeen University.

Objective

To provide long-term capital growth from investment principally in the UK market. To achieve that objective by investing principally in a well spread portfolio of UK equities providing exposure to the best ideas of members of our UK equity team. The Manager will pay limited short-term attention to index weightings, except for the purposes of liquidity, but will aim to achieve the best risk adjusted return over the life of the economic cycle.

Performance

UK (All Companies) over : 31/08/2013 - 31/08/2014

Total Return

Quarterly Performance

to 29/08/2014 Annual Q1 Q2 Q3 Q4
2014 2.0% -2.7% 3.0% 1.8%
2013 29.8% 11.2% 1.8% 5.8% 8.4%
2012 16.4% 8.5% -2.6% 7.1% 2.9%
2011 -4.4% 1.0% -0.1% -10.7% 6.2%
2010 20.6% 6.5% -7.9% 13.7% 8.1%
2009 26.7% -8.4% 10.5% 20.5% 3.9%
2008 -29.1% -11.2% 0.0% -12.8% -8.4%
2007 5.3% 1.3% 3.2% -0.4% 1.1%
2006 27.6% 15.3% -2.9% 4.7% 8.9%
2005 19.8% 6.3% 1.8% 11.2% -0.4%
2004 8.3% -2.2% 3.2% 7.3%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/06/2014

Top 10 Holdings

Stock Size
GBP Cash 7.92
BP PLC ORD 5.84
AstraZeneca PLC ORD 5.57
Reed Elsevier PLC ORD 3.97
Lloyds Banking Group PLC ORD 3.89
ITV PLC ORD 3.40
Aviva PLC ORD 3.36
Talktalk Telecom Group PLC ORD 3.34
BAE Systems PLC ORD 3.34
Babcock International Group PLC ORD 3.21
30/06/2014

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date16/03/1993
  • Share Class size18Mn
  • Base currencyGBP
  • ISIN GB0005773113

Purchase Info

  • Min. initial investment100,000
  • Min. additional investment0

Charges

  • Annual management1.5%
  • Initial investment5

Related News

Jupiter names Matthews successor after exit for Schroders

Jupiter's Chris Watt will take over Philip Matthews' Growth & Income and UK Alpha funds, while Alastair Gunn is to lead Anthony Nutt's High Income fund.

Jupiter changes manager on struggling technology fund

Jupiter Asset Management is parting company with Prakash Rajasekaran, manager of its poorly performing Global Technology fund.

Artemis scoops Adrian Paterson

Former Jupiter star fund manager Adrian Paterson has joined Artemis Unit Trust Managers after 18 months away from the investment industry.

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