You're only seeing a fraction of our data
Jupiter UK Special Situations
Ranked 231 out of 259 in -
UK (All Companies)
over 12 months
All calculations are in GBP unless stated
Managed by
Ben Whitmore
Prior to joining Jupiter, Ben Whitmore worked at Schroders, managing both retail and institutional portfolios and some £2bn of assets. He has a degree in Geography from Cambridge University.
Objective
The objective is to obtain capital growth by exploiting special situations principally within the UK. The Fund's investment policy is to attain the objective by investing primarily in UK equities, in investments considered by the manager to be undervalued.
Performance
UK (All Companies)
over :
31/03/2017 -
31/03/2018
-
Rank 231/259 Total Return
-
Rank 10/259 Standard Deviation
-
Rank 108/259 Max Drawdown
| Fund Name | Currency | Return | |
|---|---|---|---|
| 229 | F&C UK Alpha 1 Acc | GBP | -3.0% |
| 230 | GVQ Opportunities Fund I | GBP | -3.1% |
| 231 | AXA Framlington UK Growth R Acc | GBP | -3.1% |
| 231 | Jupiter UK Special Situations | GBP | -3.1% |
| 233 | Majedie UK Equity X Acc | GBP | -3.1% |
| View full league table | |||
| Fund Name | Currency | Risk | |
|---|---|---|---|
| 8 | VT Castlebay UK Equity A GBP Acc | GBP | 6.2 |
| 9 | LFPartners Inv Funds-Stonebridge UK Val Opps R GBP | GBP | 6.3 |
| 10 | Jupiter UK Special Situations | GBP | 6.4 |
| 11 | Liontrust GF Macro Equity Income - Acc (C5 - GBP) | GBP | 6.5 |
| 12 | Salam-Pax SICAV Saaf Ethical Growth Fund P GBP | GBP | 6.5 |
| View full league table | |||
| Fund Name | Currency | Loss | |
|---|---|---|---|
| 106 | LF Miton UK Value Opportunities Ret A Acc | GBP | -5.9% |
| 106 | Barclays UK Core A Inc | GBP | -5.9% |
| 108 | Jupiter UK Special Situations | GBP | -5.9% |
| 108 | Schroder MM UK Growth A Acc | GBP | -5.9% |
| 110 | BlackRock UK Equity I Inc | GBP | -5.9% |
| 110 | Barclays UK Alpha A Acc | GBP | -5.9% |
| 110 | CMI (Lux) UK Equity | GBP | -5.9% |
| View full league table | |||
Total Return
Quarterly Performance
| to 31/03/2018 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 2018 | -5.9% | ||||
| 2017 | 8.1% | 5.0% | 0.1% | 0.5% | 2.3% |
| 2016 | 21.3% | 0.3% | 0.9% | 11.6% | 7.3% |
| 2015 | -0.7% | 4.8% | -1.6% | -6.3% | 2.7% |
| 2014 | 2.9% | -0.6% | 2.4% | -1.1% | 2.3% |
| 2013 | 28.2% | 12.1% | 1.7% | 4.2% | 8.0% |
| 2012 | 17.1% | 6.7% | 0.0% | 6.1% | 3.4% |
| 2011 | 1.6% | 1.5% | 1.8% | -7.8% | 6.7% |
| 2010 | 13.4% | 6.3% | -9.0% | 12.4% | 4.3% |
| 2009 | 25.2% | -9.6% | 10.8% | 22.7% | 1.9% |
| 2008 | -20.0% | -8.7% | -0.8% | -6.7% | -5.3% |
| 2007 | -1.1% | -3.0% | 4.3% | -2.0% | -0.3% |
| 2006 | 22.0% | 14.0% | -5.4% | 4.4% | 8.3% |
| 2005 | 13.1% | 6.6% | -4.0% | 8.1% | 2.2% |
| 2004 | 11.0% | 7.6% | -2.0% | -1.4% | 6.8% |
| 2003 | 28.4% | -7.9% | 21.0% | 10.4% | 4.3% |
| 2002 | -31.8% | -3.6% | -9.7% | -22.7% | 1.4% |
| 2001 | -26.9% | -15.9% | 4.2% | -29.9% | 19.0% |
| 2000 | 2.9% | 13.8% | -5.0% | 0.2% | -5.0% |
| 1999 | 51.0% | 14.0% | 4.3% | 0.2% | 26.7% |
| 1998 | 2.1% | 18.7% | 1.1% | -21.9% | 8.9% |
| 1997 | 18.6% | 5.2% | -0.5% | 7.8% | 5.0% |
| 1996 | 7.6% | 11.7% |
Month by Month Performance
Returns Vs Risk
Registered For Sale In
- United Kingdom
Fund Info
- Launch date03/06/1996
- Share Class size609Mn
- Base currencyGBX
-
ISIN GB0004777347
Purchase Info
- Min. initial investment50,000
- Min. regular additional investment5,000
Charges
- Annual management1.50%
- Initial investment0