The Jupiter UK Special Situations Fund looks to achieve capital growth by investing in shares in out of favour and low valued companies. The companies will typically have prominent franchises, sound balance sheets and a low valuation. These three factors are considered to signal low downside risk and could offer good upside potential.

The process of realising value with contrarian calls often takes time and so the average holding period for a stock is likely to be several years with fund turnover consequently low.  As a result, the Fund tends to have low transaction costs.

This approach has proved to add substantial value to the Gund and we will strive to continue to achieve this.

Fund manager 
Ben Whitmore assumed management of the Fund in October 2006.

Key fund facts

• The fund manager is a bottom up stock picker who manages money with a  clear contrarian bias.
• The Fund aims to have an above average yield, while it tends to have a low level of portfolio turnover.
• We remain confident that our contrarian, value focused approach will add value over the long term.

Downloads

 Fund factsheet