Jupiter UK Special Situations

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Jupiter UK Special Situations I Acc

A Select 50 Fund - Fidelity insight
Category UK Large-Cap Equity



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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

264.09p

arrow-down-0.43p (-0.16%)

Fund Code

JUUKA

B4KL9F8

GB00B4KL9F89

Prices updated as at 17 Sep 2021
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Prices in GBX

Investment objective
To provide a return, net of fees, higher than that provided by the FTSE All Share Index over the long term (at least five years). At least 70% of the Fund is invested in shares of companies based in the UK (i.e. companies domiciled, headquartered or which conduct a majority of their business activity, in the UK). Up to 30% of the Fund may be invested in other assets, including shares of other companies (which may be based anywhere in the world), open-ended funds (including funds managed by Jupiter and its associates), cash and near cash.

Our view

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Fidelity Expert

Why we like the fund

Since taking the reins in November 2006, Ben Whitmore has managed the fund through some tough times for valuation focused investing - yet he’s not only met the fund’s stated objective of outperforming the FTSE All Share but done so remaining true to a well-founded process. The team seeks to invest in a concentrated list of holdings, 30-50 stocks with 40% weighting to the top 10 positions.

How to use this fund

The manager looks to construct the portfolio from an initial valuation screening followed by detailed fundamental analysis. The aim is to identify companies cheaply valued over ten-year business cycles. Given its strong valuation ethos, the fund’s performance may trail in stronger rising markets and over time the fund has proven to protect well in falling markets. This fund is most suitable for an investor with a medium to long term investment timeframe and a willingness to accept shorter-term relative underperformance.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.