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Jupiter UK Special Situations

Ranked 78 out of 266 in - UK (All Companies) over 3 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 : 31/07/2014 - 31/10/2014

Total Return

Quarterly Performance

to 31/10/2014 Annual Q1 Q2 Q3 Q4
2014 0.1% -0.6% 2.4% -1.1% -0.5%
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 21.2% 0.8% 7.6% 11.7%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/08/2014

Top 10 Holdings

Stock Size
GBP Cash 10.14
BP PLC ORD 6.10
AstraZeneca PLC ORD 4.60
GlaxoSmithKline PLC ORD 4.43
Reed Elsevier PLC ORD 3.87
BAE Systems PLC ORD 3.58
The Sage Group PLC ORD 3.37
Aviva PLC ORD 3.33
Hewlett-Packard Co ORD 3.18
Imperial Tobacco Group PLC ORD 3.02
31/08/2014

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date03/06/1996
  • Share Class size1,277Mn
  • Base currencyGBP
  • ISIN GB0004777347

Purchase Info

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

Charges

  • Annual management1.5%

Related News

Jupiter UK Special Situations

Jupiter’s Whitmore avoids EM to focus on ‘better value’ developed market opportunities

Jupiter assets swell by £0.5 billion in Q1

More than half a billion pounds flowed into Jupiter Fund Management during the first three months of the year.

Jupiter tight-lipped on wealth sale as assets burst £30bn

A trading update from Jupiter revealed assets rose by 20% in 2013 but gave little insight on its plans for its wealth division, which has been the subject of bid speculation.  

Chatfeild-Roberts: Jupiter does not tolerate weak managers

Jupiter Asset Management chief investment officer John Chatfeild-Roberts has stressed the group’s willingness to remove underperforming fund managers as part of its commitment to excellence.

Jupiter Merlin Income Portfolio

Jupiter shares lose 3.5% after strong run

(Update) Investors have used today's update from Jupiter as an opportunity to take profits on Jupiter following its impressive run, with Edison warning flows could be hit by the retail distribution review.

Fund of the Week - Jupiter UK Special Situations

This fund sticks to one style regardless of the market conditions yet still manages to generate significant outperformance over the longer term.

Harrison added to T. Bailey Best Ideas fund

In a bid to chase UK Equity Income prospects, T. Bailey has added Leigh Harrison's Threadneedle UK Equity Alpha Income fund and Ben Whitmore's Jupiter UK Special Situations fund to its UK Best Ideas fund.

Hold or Fold: UK Special Situations funds from Jupiter and Artemis

Our panel weighs up two contrarian funds that look to the long term for growth. Each invests mainly in UK stocks, made attractive by weak equity markets, and has a large-cap bias

Warnock joins Alliance Trust

Former Jupiter Special Situations manager Kenneth Warnock is to join Alliance Trust as an investment analyst.

...more...

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