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
4
3 Year Sharpe
-0.25
3 Year Alpha
-2.84
Yield
4.1 %
Benchmark
FTSE AllSh TR GBP
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 %
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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