Jupiter Global Managed I Acc

Name
Jupiter Global Managed I Acc
Manager
Jupiter Unit Trust Managers Ltd
Type
Unit Trust
ISIN
GB00B6QMY217
Sector
LC00000014
Launched
19/09/2011
OCF
0.99 %
Risk Rating
3
3 Year Sharpe
1.15
3 Year Alpha
-2.85
Yield
1.4 %
Benchmark
FTSE World TR GBP
The fund seeks to achieve long term capital growth principally through investment in equities on an international basis. The fund seeks to achieve long term capital growth through investment in a concentrated international portfolio. The portfolio will principally comprise 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.
Holding%
BP PLC4.19 %
Visa Inc Class A4.17 %
Microsoft Corp4.10 %
Amadeus IT Group SA A4.07 %
Medtronic PLC3.48 %
Royal Caribbean Cruises Ltd3.36 %
SAP SE3.22 %
Enterprise Products Partners LP3.20 %
British American Tobacco PLC3.01 %
Abbott Laboratories3.00 %
Region%
United States52.68 %
Eurozone20.28 %
Europe - ex Euro10.51 %
United Kingdom7.25 %
Sector%
Healthcare20.16 %
Financial Services18.40 %
Energy11.99 %
Technology11.48 %
Consumer Cyclical11.04 %
Industrials10.52 %
Consumer Defensive8.33 %
Real Estate5.22 %
Name
Jupiter Unit Trust Managers Ltd
Address
SW1E 6SQ, London, United Kingdom
UCITS
Yes
Legal Structure
Unit Trust

Managers

Stuart Cox

Joined 07/01/2018

Cox is a portfolio manager who have been with the Japan Portfolio Group (JPG) in London, his employer since 2004. Previously, he spent one and a half years as a director of Japanese equities at Insight Investment. Before that, he spent one and a half years at Rothschild Asset Management (later acquired by Insight Investment).

Data provided by Morningstar.

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