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Jupiter UK Special Situations
Ranked 59 out of 259 in -
UK (All Companies)
over 12 months
All calculations are in GBP
Managed by
Ben Whitmore
Ben Whitmore studied geography at St John’s College, Cambridge University. He has been a fund manager since 1998 and joined Jupiter in 2006. Prior to joining Jupiter, Ben worked at Schroder Asset Management where he managed both retail and institutional portfolios. Ben is a bottom-up stock picker who manges money with a clear, contrarian, value bias. He is a member of the Institute of Investment Management and Research (IIMR).
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 :
31/01/2014 -
31/01/2015
-
Rank 59/259 Total Return
-
Rank 62/259 Standard Deviation
-
Rank 71/259 Max Drawdown
| Fund Name | Return | ||
|---|---|---|---|
| 58 | IWI Oriel UK A Inc | 9.1% |
|
| 59 | Jupiter UK Special Situations | 9.1% |
|
| 60 | Old Mutual UK Index A GBP | 9.0% |
|
| 61 | HSBC UK Freestyle Acc | 8.9% |
|
| 61 | Liontrust Macro UK Growth Fund - Inc (R) | 8.9% |
|
| View full league table | |||
| Fund Name | Risk | ||
|---|---|---|---|
| 60 | Santander UK Growth Ret Acc | 2.5 |
|
| 60 | Candriam Equities L United Kingdom C Cap | 2.5 |
|
| 62 | GLG Undervalued Assets Professional Acc C GBP | 2.5 |
|
| 62 | Jupiter UK Special Situations | 2.5 |
|
| 62 | NFU Mutual UK Growth A | 2.5 |
|
| 62 | UBS (Lux) Eq Fd - Great Britain (GBP) P-acc | 2.5 |
|
| 62 | Royal London UK Equity A | 2.5 |
|
| View full league table | |||
| Fund Name | Loss | ||
|---|---|---|---|
| 69 | EIP United Kingdom Specialist Eq Prgme Srs 2 GBP | -3.9% |
|
| 70 | SWIP Multi Manager UK Equity Growth A Acc | -3.9% |
|
| 71 | Halifax UK Growth C | -3.9% |
|
| 71 | GVO UK Focus I | -3.9% |
|
| 71 | Threadneedle UK Retail Net Inc GBX | -3.9% |
|
| 71 | Jupiter UK Special Situations | -3.9% |
|
| View full league table | |||
Total Return
Quarterly Performance
| to 01/01/2015 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 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 | 5.1% | 3.2% | 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
Asset Allocation
Breakdown
Top 10 Holdings
| Stock | Size |
|---|---|
| BP PLC ORD | 5.91 |
| AstraZeneca PLC ORD | 4.48 |
| GlaxoSmithKline PLC ORD | 4.14 |
| Reed Elsevier PLC ORD | 3.96 |
| BAE Systems PLC ORD | 3.79 |
| Imperial Tobacco Group PLC ORD | 3.43 |
| Aviva PLC ORD | 3.42 |
| The Sage Group PLC ORD | 3.41 |
| Wolters Kluwer NV ORD | 2.90 |
| Royal Bank of Scotland Group PLC ORD | 2.85 |
Registered For Sale In
- United Kingdom
Fund Info
- Launch date03/06/1996
- Share Class size1,304Mn
- Base currencyGBP
-
ISIN GB0004777347
Purchase Info
- Min. initial investment50,000
- Min. additional investment5,000
Charges
- Annual management1.5%