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JUPITER GLOBAL MANAGED - Fund overview

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Overview of JUPITER GLOBAL MANAGED

The objective of the fund is to achieve long-term capital growth principally through investment in equities on an international basis. The manager is responsible for asset allocation. He determines the weights for each geographical region within the fund before delegating stock selection in each region to eight of Jupiter's regional / specialist fund managers.

Standard Initial Charge

5.25% 0.00%

Invest via Bestinvest

to save 5.25%

Fund summary

Sector  Global
Product type  UNIT TRUST
Launched  February, 1998
Size  £261m
Yield 0.3%
Charging basis  Income
Dividends paid  30/4.
Bid price(inc) 119.75p
Bid price(acc) 120.60p

Fund Charges

Standard Initial charge 5.25%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 0.47%
Annual management charge 1.50%
Total expense ratio 1.77%
Reduction in yield (10yr) 1.82%

Bestinvest says


Simon Somerville has run the Jupiter Japan Income fund with some success, but has yet to prove himself on a global mandate. Additionally, on this fund he is limited to Jupiter's own managers. We prefer the group's external funds of funds (the Merlin range), which have more flexibility and a wider range of talent at their disposal.

Portfolio

jupiter global managed  asset allocation illustration
Allocation Proportion
Equity 99%
High yield bonds 0%
Quality bonds 0%
Property 0%
Commodities 0%
Hedge 0%
Fund cash 1%
jupiter global managed  equity geographic illustration
Allocation Proportion
UK 13%
Europe 12%
Nth America 33%
Japan 12%
Pacific 27%
Other Equity 3%
jupiter global managed  equity capitalisation illustration
Allocation Proportion
Large Caps 60%
Mid Caps 30%
Small Caps 10%

Investment process


The named fund manager acts as the asset allocator, determining the proportion of the fund to be invested in regional equities, global bonds and other assets. Stock selection in each region/sector is then delegated to eight Jupiter fund managers - these are typically up and coming managers rather than the group's more established names. The managers are unconstrained by benchmark so the portfolio is likely to bear little resemblance to the official benchmark, the FTSE World. Stock selection is true to Jupiter's approach in that targeted companies are considered to be undervalued and have favourable growth prospects arising from characteristics such as proven management or strong products or services. Asset allocation is determined partly by the manager's view on the market and partly guided by the talent he has available to him in-house.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

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