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Jupiter UK Special Situations
Ranked 96 out of 229 in -
UK (All Companies)
over 36 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 :
31/08/2014 -
31/08/2017
-
Rank 96/229 Total Return
-
Rank 18/229 Standard Deviation
-
Rank 106/229 Max Drawdown
| Fund Name | Currency | Return | |
|---|---|---|---|
| 94 | Investec UK Alpha A Acc Net | GBP | 26.2% |
| 95 | F&C Institutional UK Equity 4 Inc | GBP | 25.9% |
| 96 | Jupiter UK Special Situations | GBP | 25.8% |
| 97 | Standard Life Wealth UK Equity | GBP | 25.7% |
| 97 | TM UBS (UK) - UK Equity A Inc | GBP | 25.7% |
| View full league table | |||
| Fund Name | Currency | Risk | |
|---|---|---|---|
| 16 | SEI SGMF UK Fundamental Equity GBP Inst | GBP | 8.6 |
| 17 | GAM MP UK Equity Unit Trust Acc | GBP | 8.6 |
| 18 | Jupiter UK Special Situations | GBP | 8.7 |
| 19 | VT Garraway UK Equity Market GBP Ret Acc | GBP | 8.8 |
| 20 | Barclays GA - UK Opportunities M Inc GBP | GBP | 8.8 |
| View full league table | |||
| Fund Name | Currency | Loss | |
|---|---|---|---|
| 105 | Premier UK Growth C Inc | GBP | -11.5% |
| 106 | Jupiter UK Special Situations | GBP | -11.6% |
| 107 | Liontrust GF Macro Equity Income - Acc (C5 - GBP) | GBP | -11.6% |
| 107 | Old Mutual Equity 1 A GBP | GBP | -11.6% |
| 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 size725Mn
- Base currencyGBP
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ISIN GB0004777347
Purchase Info
- Min. initial investment50,000
- Min. regular additional investment5,000
Charges
- Annual management1.50%