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Jupiter UK Special Situations

Ranked 30 out of 262 in - UK (All Companies) over 1 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.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/12/2016 - 31/01/2017

Total Return

Quarterly Performance

to 01/01/2017 Annual Q1 Q2 Q3 Q4
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

30/09/2016

Top 10 Holdings

Stock Size
BP PLC ORD 5.95
GBP Cash 5.25
Aviva PLC ORD 4.17
HSBC Holdings PLC ORD 4.04
Standard Chartered PLC ORD 4.02
Smiths Group PLC ORD 4.01
BAE Systems PLC ORD 3.90
South32 Ltd ORD 3.75
Centrica PLC ORD 3.59
Tesco PLC ORD 3.45
30/09/2016

Registered For Sale In

  1. Spain
  2. United Kingdom

Fund Info

  • Launch date03/06/1996
  • Share Class size733Mn
  • Base currencyGBP
  • ISIN GB0004777347

Purchase Info

  • Min. initial investment50,000
  • Min. regular additional investment5,000

Charges

  • Annual management1.50%

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