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Jupiter JGF Global Absolute Return I Cap EUR

Ranked 156 out of 183 in - Long/Short Equity over 12 months
All calculations are in EUR unless stated

Managed by

James Clunie

James Clunie has developed a strong reputation for managing absolute return strategies. Prior to joining Jupiter, he worked at Scottish Widows Investment Partnership as an Investment Director of equities, and managed a long/short equity fund and UK long-only funds. James was a senior lecturer in finance at the University of Edinburgh between 2003 and 2007, prior to which he worked as Head of Global Equities at Aberdeen Asset Management and Director and Head of Asset Allocation at Murray Johnstone International. James gained a degree and PhD from Edinburgh University and is a Chartered Financial Analyst.

Objective

The Fund invests in a global portfolio of equities, equity related securities (including listed preference shares, listed convertible unsecured loan stock, listed warrants, and other similar securities), cash, near cash, fixed interest securities, currency exchange transactions, index linked securities, money market instruments, and deposits. At times, the Funds portfolio may be concentrated in any one or a combination of such assets and, as well as holding physical long positions and, through the use of derivatives, synthetic long and short positions.

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

Performance

Long/Short Equity over : 30/09/2016 - 30/09/2017
  • Rank 156/183 Total Return
  • Rank 3/183 Standard Deviation
  • Rank 73/183 Max Drawdown
Fund Name Currency Risk
1 Lutetia Absolute Return IC

Currency exposure is hedged

Currency exposure is hedged

EUR

1.1

2 Orchidee I Long/Short EUR

1.1

3 Jupiter JGF Global Absolute Return I Cap EUR EUR

1.4

4 DNCA Invest Miuri B EUR

1.5

5 BBVA Durbana IF Alternative Solutions A EUR Cap EUR

1.6

Fund Name Currency Loss
72 BNY Mellon Absolute Return Equity R EUR Hdg

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.1%

73 Jupiter JGF Global Absolute Return I Cap EUR EUR

-2.1%

74 ABN AMRO Verrazzano Europe Long Short A EUR EUR

-2.1%

75 Bati Actions Optimum I EUR

-2.2%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 -0.4% -1.1% -0.4%
2016 -0.3% -0.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Finland
  4. France
  5. Germany
  6. Italy
  7. Luxembourg
  8. Netherlands
  9. Portugal
  10. Spain
  11. Sweden
  12. United Kingdom

Fund Info

  • Launch date06/06/2016
  • Share Class size82Mn
  • Base currencyEUR
  • ISIN LU1388736503

Purchase Info

  • Min. initial investment10Mn
  • Min. regular additional investment250,000

Charges

Related News

Shorting specialist Clunie: the ‘flower in the desert’ trade

Jupiter's long/short manager explains why he is taking a contrarian stance on US equities.

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