Wealth Manager - Essential news for investment professionals

Register to get unlimited access to all of Citywire’s Fund Manager database. Registration is free and only takes a minute.

Fund of the Week - Jupiter UK Special Situations

With stockmarkets now firmly in the red this year, investors are facing some difficult choices. In fact, a significant number of fund managers are changing their portfolios quite dramatically.

But the Jupiter UK Special Situations fund, run by Ben Whitmore, sticks to one style whatever the market conditions. His deep value approach means investing in out of favour shares where valuations have fallen to historically low levels.

As a result, Whitmore is currently avoiding mining and industrial stocks linked to emerging market growth, preferring instead to back pharmaceutical, media and technology companies that are trading at large discounts to the stockmarket.

It might take a while for this value to be unlocked, but by concentrating on valuations and not getting sucked into market momentum, Whitmore looks beyond the market noise, which has helped generate long term outperformance.

You can find out more on how the fund is positioned by watching this video.

Citywire Selection picks are based on our totally impartial analysis of the funds and managers we believe have established the best track records, operate the best investment strategies and offer the best potential for investors.

Our research team make their choices without fear or favour and we do not receive a penny from fund management companies in the process of making our selections.

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.

Related Fund Managers

Ben Whitmore
Ben Whitmore
61/92 in Equity - UK Equity Income (Performance over 1 year) Average Total Return: 10.21%
Citywire TV
Play Sarasin’s Boucher: why I like salmon with chocolate

Sarasin’s Boucher: why I like salmon with chocolate

Henry Boucher, manager of the £129 million Sarasin Food & Agriculture Opportunities fund, explains why he is gobbling up salmon and chocolate stocks.

Play Alibaba hype, the UK slowdown and opportunities in European sovereign bonds

Alibaba hype, the UK slowdown and opportunities in European sovereign bonds

Libby Ashby and leading wealth managers analyse what the Alibaba IPO hype means for Chinese equities, slowing growth of the UK economy and whether there’s anything left to play for in the European sovereign bond market.

Play Tesco, Japan and the rise of the central banker

Tesco, Japan and the rise of the central banker

 Libby Ashby and leading wealth managers scrutinise the food retail sector, Japan’s consumption tax hike and political risk in the markets.

Your Business: Cover Star Club

Veteran banker boosts Sanlam’s stockbroking team

Veteran banker boosts Sanlam’s stockbroking team

A veteran private banker has been recruited by Sanlam Private Investments to strengthen its advisory stockbroking team.

Wealth Manager on Twitter