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Jupiter Fund of Investment Trusts

Ranked 2 out of 20 in - Global (High UK) over 36 months
All calculations are in USD unless stated

Managed by

Richard Curling

Richard Curling joined Jupiter in 2006 having originally worked at Morgan Grenfell as manager of the UK Pensions and Income Funds, prior to its acquisition by Deutsche Bank where he was appointed managing director and head of Small Caps. In this position, held for more than 10 years, Richard was responsible for managing the UK and European Small Cap team and running Small Cap equity mandates. Between 1996 and 2003, he was also head of Global Small Caps and responsible for the Global/EAFE Small Cap product. Richard has a degree from Edinburgh University and is an Associate of the Society of Investment Analysts.

Objective

To achieve long term capital growth through investing principally in investment trusts and other closed-end investment companies listed on the London Stock Exchange. The Fund’s investment policy is to achieve the objective via a concentrated portfolio, which seeks to exploit anomalies within the sector, with reference to discounts, management capabilities, corporate action and capital structure.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Global (High UK) over : 31/12/2014 - 31/12/2017
  • Rank 2/20 Total Return
  • Rank 19/20 Standard Deviation
  • Rank 17/20 Max Drawdown

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 36.0% 8.4% 10.7% 5.5% 7.5%
2016 -8.3% -8.0% -5.5% 8.9% -3.1%
2015 1.4% 2.2% 5.4% -9.6% 4.2%
2014 0.5% 1.5% 5.1% -4.2% -1.7%
2013 18.2% 4.3% -4.0% 12.2% 5.2%
2012 19.6% 14.5% -8.4% 8.9% 4.7%
2011 -16.9% 1.3% 1.1% -16.8% -2.4%
2010 24.7% 1.8% -6.5% 16.2% 12.7%
2009 58.7% -4.8% 38.7% 16.9% 2.8%
2008 -55.7% -6.9% -0.4% -27.0% -34.6%
2007 5.0% 4.8% 6.2% 1.1% -6.7%
2006 33.8% 12.9% -1.4% 5.1% 14.3%
2005 20.7% 4.9% -2.9% 12.4% 5.5%
2004 28.8% 8.8% -2.1% 2.8% 17.6%
2003 50.5% -9.8% 28.6% 12.2% 15.7%
2002 -19.5% -1.2% -0.9% -22.6% 6.2%
2001 -19.5% -12.4% 2.6% -20.4% 12.6%
2000 -4.2% 4.8% -5.6% 4.5% -7.4%
1999 34.5% 5.5% 4.3% 3.8% 17.7%
1998 -1.7% 16.2% -0.1% -21.3% 7.6%
1997 10.0% 3.8% 7.0% 2.0% -2.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date09/12/1996
  • Share Class size88Mn
  • Base currencyGBX
  • ISIN GB0004795034

Purchase Info

  • Min. initial investment50,000
  • Min. regular additional investment5,000

Charges

  • Annual management1.50%
  • Initial investment5.25

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).