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Jupiter UK Special Situations
Ranked 47 out of 249 in -
UK (All Companies)
over 36 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 :
31/01/2012 -
31/01/2015
-
Rank 47/249 Total Return
-
Rank 14/249 Standard Deviation
-
Rank 3/249 Max Drawdown
| Fund Name | Return | ||
|---|---|---|---|
| 45 | Artemis Institutional UK Special Situations | 58.2% |
|
| 46 | Threadneedle UK Growth & Income Ret Net Inc GBX | 58.1% |
|
| 47 | Jupiter UK Special Situations | 57.9% |
|
| 48 | Legal & General Ethical R Inc | 57.9% |
|
| 49 | Barclays UK Alpha A Acc | 57.6% |
|
| View full league table | |||
| Fund Name | Risk | ||
|---|---|---|---|
| 12 | GAM MP UK Equity Unit Trust Acc | 2.6 |
|
| 12 | NatWest UK Specialist Equity Income S2 | 2.6 |
|
| 14 | Jupiter UK Special Situations | 2.6 |
|
| 15 | Lorimer Trust Inc | 2.7 |
|
| 15 | GAM UK Diversified Acc | 2.7 |
|
| 15 | Liontrust UK Growth Fund (R) | 2.7 |
|
| View full league table | |||
| Fund Name | Loss | ||
|---|---|---|---|
| 1 | SMARTfund Thistledown Income AC | -3.7% |
|
| 2 | JOHCM UK Opportunities B Acc | -4.4% |
|
| 3 | Jupiter UK Special Situations | -4.6% |
|
| 4 | Liontrust Special Situations Fund (R) | -4.7% |
|
| 5 | CF Lindsell Train UK Equity Acc | -4.9% |
|
| 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%