Jupiter Global Value Equity Fund Institutional Acc

Category Global Flex-Cap Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

89.90p

arrow-up1.06p (+1.19%)

Fund Code

JUGVA

BF5DS37

GB00BF5DS374

Prices updated as at 12 Dec 2025

Prices in GBX

Investment objective

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.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Company name

Jupiter Unit Trust Managers Ltd

Fund launch date

27 Mar 2018

Domicile

United Kingdom

UCITS

Yes

Fund manager

Brian McCormick

Manager start date

25 Oct 2024

Fund manager biography

Brian is an Investment Manager in the Value Equities team. Brian joined Jupiter in March 2020 to work on the Global Value strategies. Brian began his career in 2015 working on the investment team led by legendary Scottish fund manager Angus Tulloch. From 2015 until 2020 he was an analyst, and later Deputy Fund Manager, at Stewart Investors (First State Investments). He worked across their Global, Emerging Market and Frontier strategies. Brian has nine years of professional investment experience. He holds the Chartered Financial Analyst (CFA©) designation, a master’s degree in Law & Finance with distinction from Oxford University, and a first class BCL in Law & Economics from University College Dublin.

Head office

The Zig Zag Building

70 Victoria Street

London

United Kingdom

SW1E 6SQ

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Important Information

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