Jupiter Global Value Equity Fund Institutional Acc

Category Global Flex-Cap Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

73.96p

arrow-up0.38p (+0.52%)

Fund Code

JUGVA

BF5DS37

GB00BF5DS374

Prices updated as at 15 Nov 2024

Prices in GBX

Investment objective

To provide a return, net of fees, higher than that provided by the MSCI AC World Index over the long term (at least five years). At least 70% of the Fund is invested in shares of companies based anywhere in the world and which the Investment Manager believes are undervalued. Up to 30% of the Fund may be invested in other assets, including open-ended funds (including funds managed by Jupiter and its associates), cash and near cash.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Company name

Jupiter Unit Trust Managers Ltd

Fund launch date

27 Mar 2018

Domicile

United Kingdom

UCITS

Yes

Fund manager

Dermot Murphy

Manager start date

27 Mar 2018

Fund manager biography

Fund manager

Ben Whitmore

Manager start date

27 Mar 2018

Fund manager biography

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.

Head office

The Zig Zag Building

70 Victoria Street

London

United Kingdom

SW1E 6SQ

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