Jupiter UK Special Situations

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Jupiter UK Special Situations I Acc

Category UK Large-Cap Equity

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


arrow-up3.09p (+1.60%)

Fund Code




Prices updated as at 23 Oct 2020
Prices in GBX

Investment objective
The Fund aims 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

Alice Logue
Fidelity Expert

Why we like the fund

Ben Whitmore is a very experienced portfolio manager who has developed and used his philosophy and process over many years. In summary, it is based on the belief that the key determinant of a company’s future return is whether the valuation paid for a security is high or low relative to its long term history. Their investment process remains focused on identifying the lowly valued securities with resilient balance sheets and good businesses in an attempt to capture this value premium.

How to use this fund

Using this fund with a quality growth fund would make a good combination. Quality Growth has been the dominant performing style for many years but there are times when it pays to be able to take profits from these strategies and transfer to funds which will benefit when value stocks are in favour.

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.