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Jupiter Global Managed Fund
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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 Simon Somerville who establishes a wider macro economic view to determine the portfolio's overall positioning.
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 the resources and financial sectors. Simon reviews the stocks selected to ensure the overall portfolio is balanced on a sector and regional basis.
Fund manager
Simon Somerville assumed lead management of the Fund in November 2011.
Key fund facts
- Experienced global equities manager, Simon Somerville, maintains overall management of the Fund
- 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 - S&P Research: AA
- Lipper Total Return: 4
- Lipper Consistent Return: 4
- Lipper Capital Preservation: 5
Fund Manager - Simon Somerville Citywire: A
- John Chatfeild-Roberts
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International Funds
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Application Forms
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Literature
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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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