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Jupiter Global Managed Fund  

The Jupiter Global Managed Fund is an actively managed and globally diverse fund designed as a core holding in a global investment portfolio. It is managed as a 'manager of managers' portfolio, utilising the skills of Jupiter's in house team of investment managers.

The Fund is headed by John Chatfeild-Roberts who establishes a wider macro economic view to determine the portfolio's overall positioning. Stock selection is then delegated to eight of Jupiter's specialist regional fund managers, who select their own best ideas for inclusion in the portfolio.

The team covers a broad spectrum of global markets and sectors including the United Kingdom, North America, Europe, Eastern Europe, Japan and the Far East, as well as global fixed interest and the resources and financial sectors. John reviews the stocks selected to ensure the overall portfolio is balanced on a sector and regional basis.

Fund manager 
John Chatfeild-Roberts assumed lead management of the Fund in November 2001

Key fund facts
  • Award-winning fund manager, John Chatfeild-Roberts, maintains overall management of the Fund
  • Stock selection is delegated to eight of Jupiter's specialist regional fund managers
  • The Fund covers a broad spectrum of global markets and sectors, and is not constrained by any benchmark weightings
Downloads

 Fund factsheet

The value of investments and the income from them can fall as well as rise.

Fund Ratings
  1. S&P Research: AA
  2. OBSR Rating: A
  3. Lipper Total Return: 5
  4. Lipper Consistent Return: 4
  5. Lipper Capital Preservation: 5

Fund Manager
    John Chatfeild-Roberts Citywire: A
Bid Price (p)Offer Price (p)Historic Yield (%)Fund Size (£m)
98.36104.550.2214.1

Percentage Growth
1 Year3 Years5 YearsSince Launch
-8.337.7108.3138.8

Year on year percentage growth
2003 - 042004 - 052005 - 062006 - 072007 - 08
12.434.526.219.0-8.3

Fund prices and yields are calculated as at the valuation point on 5/1/2009

Please remember past performance should not be seen as a guide to future returns.

The value of an investment in a unit trust and the income from it can fall as well as rise and may be affected by exchange rate variations and you may not get back the amount you invested.

Performance data source: Financial Express, net income reinvested at UK basic rate of tax to 31/07/2008. For confirmation of individual fund launch dates, please see the Fund Information tab of the All Funds table. The OBSR Ratings are as at 31/07/2008. The Citywire ratings shown are the three year ratings as at 31/07/2008. Lipper ratings are sourced from Lipper as at 31/07/2008. Please see the online glossary within the help section for further definition of these ratings.

International Funds Application Forms Literature
Jupiter International funds
Ecology Fund
Asian Fund
China Fund (Acc)
China Fund (Inc)
Financial Opportunities Fund
Global Managed Fund
Global Technology Fund
Japan Income Fund (Acc)
Japan Income Fund (Inc)
North American Income Fund (Acc)
North American Income Fund (Inc)
India Fund
Want to Invest?
If you would like to invest in this fund, you can download an application form here.
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For more information about the Fund, a range of literature items are available.
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