Jupiter UK Special Situations I Acc

Name
Jupiter UK Special Situations I Acc
Manager
Jupiter Unit Trust Managers Ltd
Type
Unit Trust
ISIN
GB00B4KL9F89
Sector
UK All Companies
Launched
15/06/2009
OCF
0.76 %
Risk Rating
2
3 Year Sharpe
0.84
3 Year Alpha
3.69
Yield
2.2 %
Benchmark
FTSE AllSh TR GBP
The fund seeks to achieve capital growth by exploiting special situations principally within the UK. It is to attain the objective by investing principally in UK equities, in investments considered by the Manager to be undervalued.
Holding %
BP PLC 5.94 %
Pearson PLC 4.91 %
Aviva PLC 4.76 %
Standard Chartered PLC 4.39 %
Tesco PLC 4.24 %
Smiths Group PLC 3.70 %
Royal Bank of Scotland Group (The) PLC 3.62 %
Barclays PLC 3.58 %
Cisco Systems Inc 3.50 %
LM Ericsson Telephone Co B 3.17 %
Region %
United Kingdom 83.48 %
United States 6.63 %
Sector %
Financial Services 28.09 %
Consumer Cyclical 22.10 %
Industrials 13.55 %
Consumer Defensive 8.45 %
Technology 7.62 %
Energy 6.77 %
Basic materials 5.93 %
Name
Jupiter Unit Trust Managers Ltd
Address
SW1E 6SQ, London, United Kingdom
UCITS
Yes
Legal Structure
Unit Trust

Managers

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.

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