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Jupiter UK Special Situations
Ranked 76 out of 247 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 :
31/07/2016 -
31/07/2017
-
Rank 76/247 Total Return
-
Rank 76/247 Standard Deviation
-
Rank 104/247 Max Drawdown
| Fund Name | Currency | Return | |
|---|---|---|---|
| 74 | Henderson Mainstream UK Equity Z Acc | GBP | 17.6% |
| 74 | St James's Place UK Growth L Acc | GBP | 17.6% |
| 76 | Jupiter JGF UK Dynamic Growth D GBP Acc | GBP | 17.4% |
| 76 | Jupiter UK Special Situations | GBP | 17.4% |
| 78 | Aviva Investors UK Equity MoM 3 SC 2 | GBP | 17.4% |
| View full league table | |||
| Fund Name | Currency | Risk | |
|---|---|---|---|
| 76 | Fidelity Moneybuilder Growth Inc | GBP | 6.8 |
| 76 | Jupiter UK Special Situations | GBP | 6.8 |
| 78 | St James's Place UK & General Progressive L Acc | GBP | 6.8 |
| 78 | Old Mutual UK Equity A Inc | GBP | 6.8 |
| View full league table | |||
| Fund Name | Currency | Loss | |
|---|---|---|---|
| 104 | Jupiter UK Special Situations | GBP | -2.4% |
| 105 | Jupiter Growth & Income | GBP | -2.5% |
| 105 | JOHCM UK Growth B | GBP | -2.5% |
| View full league table | |||
Total Return
Quarterly Performance
| to 30/06/2017 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 2017 | 5.0% | 0.1% | |||
| 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 | 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 |
|---|---|
| GBP Cash | 6.18 |
| BP PLC ORD | 5.72 |
| Northern Trust Global - The Sterling D GBP Inc | 5.45 |
| Standard Chartered PLC ORD | 4.39 |
| Aviva PLC ORD | 4.38 |
| Royal Bank of Scotland Group PLC ORD | 3.88 |
| Centrica PLC ORD | 3.86 |
| Smiths Group PLC ORD | 3.76 |
| HSBC Holdings PLC ORD | 3.56 |
| Tesco PLC ORD | 3.55 |
Registered For Sale In
- United Kingdom
Fund Info
- Launch date03/06/1996
- Share Class size728Mn
- Base currencyGBP
-
ISIN GB0004777347
Purchase Info
- Min. initial investment50,000
- Min. regular additional investment5,000
Charges
- Annual management1.50%