Jupiter Global Managed I Inc

Fund

Fund Info

  • Yield History1.29%
  • 3 Year sharpe1.17
  • 3 Year alpha-0.92
  • Distribution Typeincome
  • BenchmarkFTSE World TR GBP
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.98%
  • SectorGlobal
  • Manager GroupJupiter
  • DomicileUnited Kingdom
  • ISINGB00B8JYWW47

Investment Strategy

The fund seeks to achieve long term capital growth principally through investment in equities on an international basis. The fund seeks to achieve long term capital growth through investment in a concentrated international portfolio. The portfolio will principally comprise companies considered by the manager to be undervalued and which exhibit favourable growth prospects arising from characteristics such as proven management or strong products or services.