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Jupiter UK Special Situations

Ranked 39 out of 223 in - UK (All Companies) over 60 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 : 30/06/2011 - 30/06/2016
  • Rank 39/223 Total Return
  • Rank 4/223 Standard Deviation
  • Rank 25/223 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2016 Annual Q1 Q2 Q3 Q4
2016 0.3% 0.9%
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

30/04/2016

Top 10 Holdings

Stock Size
GBP Cash 7.99
BP PLC ORD 5.75
Northern Trust Global Funds - Sterling Fund 5.57
BAE Systems PLC ORD 3.90
Aviva PLC ORD 3.80
GlaxoSmithKline PLC ORD 3.76
Standard Chartered PLC ORD 3.66
Centrica PLC ORD 3.62
AstraZeneca PLC ORD 3.58
Royal Bank of Scotland Group PLC ORD 3.44
30/04/2016

Registered For Sale In

  1. Spain
  2. United Kingdom

Fund Info

  • Launch date03/06/1996
  • Share Class size610Mn
  • Base currencyGBP
  • ISIN GB0004777347

Purchase Info

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

Charges

  • Annual management1.50%

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 the currency and currencies indicated).