Jupiter Global Value Equity Instl Acc
Fund
Fund Info
- Yield History1.22%
- 3 Year sharpe0.37
- 3 Year alpha-6.89
- Distribution Typeaccumulation
- BenchmarkMSCI ACWI GR GBP
- Legal StructureUnit Trust
- Fund Size (month end)Unit Trust
- OCF0.92%
- IA SectorGlobal
- Manager GroupJupiter
- DomicileUnited Kingdom
- ISINGB00BF5DS374
Investment Strategy
To provide a return, net of fees, higher than that provided by the MSCI AC World Index over the long term (at least five years). At least 70% of the Fund is invested in shares of companies based anywhere in the world and which the Investment Manager believes are undervalued. Up to 30% of the Fund may be invested in other assets, including open-ended funds (including funds managed by Jupiter and its associates), cash and near cash.
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