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Jupiter Global Energy Fund  

The Jupiter Global Energy Fund, launched in July 2011, aims to capture growth prospects within the global energy sector. Global trends are changing the way we look at energy. The development of emerging economies for instance, will see domestic energy consumption rise in these regions. While western economies are increasingly turning their attention towards alternative energy sources such as nuclear power and renewables.

The Fund was launched with a view to offering investors exposure to opportunities within world energy markets by investing in companies involved in the exploration, production, transmission and distribution of energy, globally. Fund manager, Derek Pound aims to identify companies that occupy strong positions within growth markets, by focusing on company fundamentals. Derek will also be seeking out potential among new technologies to make the most of what he believes will be growth areas.

Fund manager

The Fund is managed by Derek Pound who has been managing funds at Jupiter for over 12 years.

Key fund facts

  • The Fund aims to achieve long term capital growth by investing on a global basis in companies that are engaged in the energy sector
  • The Fund will invest primarily in equity, equity-related and fixed interest securities of companies within this sector, and may encompass all forms of energy including and oil, gas, coal, renewable energy and nuclear power
  • The Fund is not restricted in respect of choice of investments by company size, or in terms of geographical split of the portfolio.

The value of an investment in the Jupiter Global Energy Fund can fall as well as rise and you may not get back the amount originally invested. As the fund is investing into a specific market sector, its value may be subject to periods of high volatility, falling and rising sharply over short periods of time. Potential investors are particularly advised to read the specific risks applicable the Fund which are contained in the Key Features (incorporating the Simplified Prospectus). If you are unsure of any investment decision please speak to a financial adviser.

    Fund Manager
      Derek Pound
    Bid Price (p)Offer Price (p)Historic Yield (%)Fund Size (£m)
    41.4044.030.023.6

    Percentage Growth
    1 Year3 Years5 YearsSince Launch
    - - - -

    Year on year percentage growth
    2007 - 082008 - 092009 - 102010 - 112011 - 12
    - - - - -

    Fund prices and yields are calculated as at the valuation point on 16/5/2012

    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 29/02/2012. For confirmation of individual fund launch dates, please see the Fund Information tab of the All Funds table. The OBSR Ratings are as at 29/02/2012. The Citywire ratings shown are the three year ratings as at 29/02/2012. Lipper ratings are sourced from Lipper as at 29/02/2012. Please see the online glossary within the help section for further definition of these ratings.

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    Want to Invest?
    If you would like to invest in this fund, you can download an application form here.

    More
    For more information about the Fund, a range of literature items are available.

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