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Jupiter UK Special Situations
Ranked 80 out of 232 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 :
31/05/2015 -
31/05/2018
-
Rank 80/232 Total Return
-
Rank 43/232 Standard Deviation
-
Rank 109/232 Max Drawdown
| Fund Name | Currency | Return | |
|---|---|---|---|
| 78 | Franklin UK Rising Dividends A Inc | GBP | 23.8% |
| 79 | Threadneedle UK Institutional Inst Net Acc GBX | GBP | 23.7% |
| 80 | Jupiter UK Special Situations | GBP | 23.6% |
| 81 | Artemis Capital R Acc | GBP | 23.6% |
| 82 | RBS Growth | GBP | 23.6% |
| View full league table | |||
| Fund Name | Currency | Risk | |
|---|---|---|---|
| 41 | Old Mutual Artemis UK Special Situations A Acc | GBP | 9.6 |
| 42 | Artemis Institutional UK Special Situations Acc | GBP | 9.7 |
| 43 | Jupiter UK Special Situations | GBP | 9.7 |
| 44 | JPM UK Equity Core E Net Acc | GBP | 9.7 |
| 45 | Fidelity Funds - United Kingdom A-GBP | GBP | 9.7 |
| View full league table | |||
| Fund Name | Currency | Loss | |
|---|---|---|---|
| 107 | Premier UK Growth C Inc | GBP | -11.5% |
| 108 | Royal London UK Opportunities M Acc | GBP | -11.6% |
| 109 | Jupiter UK Special Situations | GBP | -11.6% |
| 110 | Liontrust GF Macro Equity Income - Acc (C5 - GBP) | GBP | -11.6% |
| 110 | Old Mutual Equity 1 A GBP | GBP | -11.6% |
| View full league table | |||
Total Return
Quarterly Performance
| to 31/03/2018 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 2018 | -5.9% | ||||
| 2017 | 8.1% | 5.0% | 0.1% | 0.5% | 2.3% |
| 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 | -1.1% | -3.0% | 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
Registered For Sale In
- United Kingdom
Fund Info
- Launch date03/06/1996
- Share Class size655Mn
- Base currencyGBX
-
ISIN GB0004777347
Purchase Info
- Min. initial investment50,000
- Min. regular additional investment5,000
Charges
- Annual management1.50%
- Initial investment0