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Ben Whitmore

Ben Whitmore

Showing manager performance in United Kingdom View performance globally

About 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.

Invests in own strategies

Are you Ben Whitmore?

Citywire Rating: AA rated

2009

  • MRated AAA in May 2009
  • JRated AAA in Jun 2009
  • JRated AAA in Jul 2009
  • ARated AAA in Aug 2009
  • SRated AAA in Sep 2009
  • ORated AAA in Oct 2009
  • NRated AAA in Nov 2009
  • DRated AA in Dec 2009

2010

  • JRated AA in Jan 2010
  • FRated AA in Feb 2010
  • MRated A in Mar 2010
  • ARated A in Apr 2010
  • MRated AA in May 2010
  • JRated AA in Jun 2010
  • JRated AA in Jul 2010
  • ARated AA in Aug 2010
  • SRated A in Sep 2010
  • ORated AA in Oct 2010
  • NRated A in Nov 2010
  • DRated A in Dec 2010

2011

  • JRated A in Jan 2011
  • FRated A in Feb 2011
  • MRated A in Mar 2011
  • ARated A in Apr 2011
  • MRated A in May 2011
  • JRated A in Jun 2011
  • JRated A in Jul 2011
  • ARated A in Aug 2011
  • SRated A in Sep 2011
  • ORated A in Oct 2011
  • NRated A in Nov 2011
  • DNot rated in Dec 2011

2012

  • JNot rated in Jan 2012
  • FNot rated in Feb 2012
  • MNot rated in Mar 2012
  • ANot rated in Apr 2012
  • MNot rated in May 2012
  • JRated A in Jun 2012
  • JNot rated in Jul 2012
  • ARated A in Aug 2012
  • SRated A in Sep 2012
  • ORated A in Oct 2012
  • NRated A in Nov 2012
  • DRated A in Dec 2012

2013

  • JRated AA in Jan 2013
  • FRated A in Feb 2013
  • MRated AA in Mar 2013
  • ARated AA in Apr 2013
  • MRated A in May 2013
  • JRated AA in Jun 2013
  • JRated AA in Jul 2013
  • ARated AA in Aug 2013
  • SRated AAA in Sep 2013
  • ORated AA in Oct 2013
  • NRated AAA in Nov 2013
  • DRated AAA in Dec 2013

2014

  • JRated AAA in Jan 2014
  • FRated AAA in Feb 2014
  • MRated AA in Mar 2014
  • ARated AA in Apr 2014
  • MRated AA in May 2014
  • JRated AAA in Jun 2014
  • JRated AA in Jul 2014
  • ARated AA in Aug 2014
  • SRated AA in Sep 2014
  • ORated A in Oct 2014
  • NRated AA in Nov 2014
  • DRated AA in Dec 2014

2015

  • JRated AA in Jan 2015
  • FRated AAA in Feb 2015
  • MRated AA in Mar 2015
  • ARated AA in Apr 2015
  • MRated AA in May 2015
  • JRated A in Jun 2015
  • JRated AA in Jul 2015
  • ARated A in Aug 2015
  • SRated A in Sep 2015
  • ORated A in Oct 2015
  • NRated A in Nov 2015
  • DRated A in Dec 2015

2016

  • JRated A in Jan 2016
  • FRated AA in Feb 2016
  • MRated AA in Mar 2016
  • ARated AA in Apr 2016
  • MRated AA in May 2016

Performance

over : 30/04/2015 - 30/04/2016
Manager Return
93 Tim Hall -4.2%
93 David Urch -4.2%
95 Ben Whitmore -4.3%
96 Richard Marwood -4.3%
97 Charles Macfadyen -4.3%

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2016 Annual Q1 Q2 Q3 Q4
2016 0.3%
2015 -0.7% 4.8% -1.6% -6.3% 2.7%
2014 2.9% -0.6% 2.4% -1.1% 2.3%
2013 27.1% 11.7% 1.2% 4.2% 8.0%
2012 16.8% 7.6% -1.3% 6.6% 3.1%
2011 -9.3% 6.4%

Related News

Jupiter's AA-rated Whitmore gets assistant fund manager

Dermot Murphy will support Ben Whitmore on the Jupiter Income trust and the Jupiter UK Special Situations fund.

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Battered defence contractor Chemring leaps on Middle East contract as FTSE 100 claws back losses from previous two sessions.

Jupiter UK Special Situations

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

Jeremy Lang: 'Squeaky clean' TSB is an 'unusual' beast

The Ardevora fund managers feels vindicated as the only bank he trusted, TSB, was on the end of £1.7bn bid from Banco Sabadell.  

Ben Whitmore: when is a profit not a profit?

After the furore over Tesco's earnings miscalculation, Jupiter's Citywire A-rated fund manager offers an insight into analysing company profit.

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 names Matthews successor after exit for Schroders

Jupiter's Chris Watt will take over Philip Matthews' Growth & Income and UK Alpha funds, while Alastair Gunn is to lead Anthony Nutt's High Income fund.

Anthony Nutt: the thing I will miss most is the challenge

Jupiter's Anthony Nutt explains why he has decided now is the best time to retire and highlights the things he will miss most when he walks away from fund management.

...more...
Citywire Discovery Source: Citywire Discovery Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated)..Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.