Jupiter UK Special Situations I Acc

Jupiter UK Special Situations I Acc
Jupiter Unit Trust Managers Ltd
Unit Trust
UK All Companies
0.76 %
Risk Rating
3 Year Sharpe
3 Year Alpha
4.1 %
The Fund aims to provide a return, net of fees, higher than that provided by the FTSE All Share Index over the long term (at least five years). At least 70% of the Fund is invested in shares of companies based in the UK (i.e. companies domiciled, headquartered or which conduct a majority of their business activity, in the UK). Up to 30% of the Fund may be invested in other assets, including shares of other companies (which may be based anywhere in the world), open-ended funds (including funds managed by Jupiter and its associates), cash and near cash.
Holding %
GlaxoSmithKline PLC 6.83 %
BP PLC 4.87 %
Aviva PLC 4.67 %
Imperial Brands PLC 4.63 %
Northern Trust Global Sterling D 4.51 %
Barrick Gold Corp 4.38 %
Standard Chartered PLC 4.30 %
Pearson PLC 4.27 %
ConvaTec Group PLC 4.26 %
Vodafone Group PLC 4.07 %
Region %
United Kingdom 83.41 %
Sector %
Financial Services 22.67 %
Communication Services 19.23 %
Healthcare 12.29 %
Consumer Cyclical 12.19 %
Basic materials 11.81 %
Industrials 9.64 %
Consumer Defensive 6.76 %
Energy 5.40 %
Jupiter Unit Trust Managers Ltd
SW1E 6SQ, London, United Kingdom
Legal Structure
Unit Trust


Ben Whitmore
Joined 11/01/2006

Ben Whitmore joined Jupiter in October 2006. He manages the Jupiter UK Special Situations Fund (Unit Trust) and institutional assets. Prior to joining Jupiter, Ben worked at Schroders, managing both retail and institutional portfolios and some £2bn of assets - including the £281m Schroder Recovery Fund - establishing an excellent track record as a value-driven, contrarian fund manager. Ben gained a degree in Geography from Cambridge University.

Data provided by Morningstar.

The Content is only for your general information and use and is not intended to address your particular requirements. The Content does not constitute any form of advice, recommendation or arrangement by Money Observer and is not intended to be relied upon by you in making (or refraining from making) any specific investment or other decisions. Appropriate independent advice should be obtained before making any such decision.

This information is sourced from our partner Morningstar. We believe the data to be correct however you should take care in using any information.

You should be aware that prices may fall as well as rise and that the income derived can go down as well as up. When buying or selling any investment that fluctuates in price or value you may get back less than you invested. Past performance is not necessarily a guide to future performance.