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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)
109.87116.750.2227.5

Percentage Growth
1 Year3 Years5 YearsSince Launch
2.172.0147.0167.2

Year on year percentage growth
2003 - 042004 - 052005 - 062006 - 072007 - 08
19.819.841.419.22.1

Fund prices and yields are calculated as at the valuation point on 19/8/2008

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 31/05/2008. For confirmation of individual fund launch dates, please see the Fund Information tab of the All Funds table. The OBSR Ratings are as at 31/05/2008. The Citywire ratings shown are the three year ratings as at 31/05/2008. Lipper ratings are sourced from Lipper as at 31/05/2008. Please see the online glossary within the help section for further definition of these ratings.

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For further information please contact one of the team.
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For more information about the Fund, a range of literature items are available.
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