Jupiter Global Managed

Ranked 140 out of 752 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Stuart Cox

Objective

The objective is to achieve long-term capital growth principally through investment in equities on an international basis. The Fund's investment policy is to achieve long-term capital growth through investment in a concentrated international portfolio. The portfolio will principally comprise of companies considered by the Manager to be undervalued and which exhibit favourable growth prospects arising from characteristics such as proven management or strong products or services.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 31/03/2018 - 31/03/2019
  • Rank 140/752 Total Return
  • Rank 302/752 Standard Deviation
  • Rank 162/752 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 6.3%
2018 -1.5% -7.6% 7.7% 9.2% -9.4%
2017 9.7% 4.4% 1.2% 0.1% 3.8%
2016 25.1% 2.5% 8.1% 5.4% 7.1%
2015 -1.3% 5.5% -5.1% -7.4% 6.5%
2014 7.5% -2.0% 1.2% 2.4% 5.9%
2013 24.0% 14.8% 1.4% 1.1% 5.3%
2012 12.4% 9.0% -5.1% 4.4% 4.1%
2011 -10.1% -0.4% 0.1% -14.2% 5.0%
2010 17.4% 9.7% -9.5% 7.1% 10.3%
2009 19.5% -8.9% 6.0% 19.8% 3.3%
2008 -22.4% -7.8% 1.6% -14.2% -3.5%
2007 12.7% 6.4% 3.3% 0.5% 2.0%
2006 19.4% 15.7% -4.5% 0.3% 7.7%
2005 33.8% 5.9% 3.0% 17.8% 4.1%
2004 15.3% 4.2% 0.6% 1.8% 8.0%
2003 29.4% -3.3% 15.7% 8.3% 6.8%
2002 -21.1% 3.6% -10.0% -17.6% 2.7%
2001 -24.2% -14.5% 1.3% -17.3% 5.7%
2000 -12.1% 7.7% -2.8% -4.0% -12.6%
1999 62.6% 8.2% 7.5% -1.2% 41.5%
1998 2.3% -12.2% 15.4%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/12/2018

Top 10 Holdings

Stock Size
Microsoft Corp ORD 5.11%
Visa Inc ORD 4.93%
CME Group Inc ORD 4.93%
Anthem Inc ORD 4.60%
Abbott Laboratories ORD 4.57%
JPMorgan Chase & Co ORD 3.89%
AIA Group Ltd ORD 3.60%
Experian PLC ORD 3.50%
Medtronic PLC ORD 3.44%
Lockheed Martin Corp ORD 3.17%
31/12/2018

Registered For Sale In

  1. Spain
  2. Taiwan
  3. United Kingdom

Fund Info

  • Launch date16/02/1998
  • Share Class size44Mn
  • Base currencyGBP
  • ISIN GB0002440245

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment50

Charges

  • Annual management1.50%
  • Initial investment0.00%

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).