Jupiter Global Value Equity Instl Acc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History1.61%
  • 3 Year sharpe-
  • 3 Year alpha-
  • Distribution Typeaccumulation
  • BenchmarkMSCI ACWI GR GBP
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.93%
  • IA SectorGlobal
  • Manager GroupJupiter
  • DomicileUnited Kingdom
  • ISINGB00BF5DS374

Investment Strategy

The Fund aims 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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