The Jupiter European Special Situations Fund's objective is to achieve long-term capital growth by exploiting special situations principally in Europe. The Fund's investment policy is to invest in to European equities considered by the fund manager, to be undervalued.
Unlike some funds in its sector, the manager is not limited in terms of company size and style when it comes to selecting stocks. Stock selection is approached from a bottom-up perspective, paying little attention to an index in respect of stock, sector or country weightings. The manager's primary concern is to pick out quality businesses with good prospects, mitigating risk by investing in companies he knows well and by holding value and growth stocks to reduce volatility.
Fund manager
Cédric de Fonclare assumed management of the Fund in July 2005.
Key fund facts
- Focuses on companies with good products, good management and a strong operating niche
- Invests in a range of companies with different growth drivers to create a diversified portfolio
- Holds both value and growth stocks in an effort to reduce volatility, as well as to ensure the portfolio is not overly exposed to rapid market change
Downloads
Fund factsheet