38
FUND PROFILE
MAY 2012
Launched in 1985 as a specialist boutique, Jupiter has become one of the UK’s most respected and successful fund management groups. The firm focuses primarily on managing equity investments on behalf of retail, institu- tional and private client investors across a wide range of products including UK and offshore mutual funds, multi-manager products, segregated man- dates and investment trusts. Their core strengths in equity and multi-man- ager products are complemented by a growing presence in the multi-asset, fixed income and absolute return sectors.
Jupiter’s aim is to add value for their clients through the delivery of invest- ment outperformance over the medium to long term. They are committed to
attracting and retaining some of the most talented fund managers in the busi- ness and their distinct investment culture is built on allowing the fund man- agers the freedom to pursue their own individual investment approach.
Jupiter has a clear focus on the management of mutual funds for retail and insti- tutional clients. They aim to offer products where they can deliver superior returns to their clients over the medium to long term. The firm is well-established as one of the leading fund groups in the UK retail market due to their consistent invest- ment outperformance, strong brand and multi-channel distribution approach.
At the end of 2011, Jupiter had AUM of £22.8 billion, and currently has more FE Alpha-rated managers than any other investment company.
NAME Jupiter European Jupiter Strategic Bond
Jupiter Growth and Income Jupiter Distribution
Jupiter UK Special Situations Jupiter Merlin Income Portfolio
FE CROWN FUND RATING
1 YEAR -10.01 5.52 0.77 4.15 2
3.16
TOP RATED FUNDS 3 YEAR
56.93 65.65 53.96 36.4
49.24 39.5
5 YEAR 32.44
20.99 10.23 18.83 20.3
NAME Ian McVeigh
Alexander Darwall Philip Gibbs
John Chatfeild-Roberts Philip Matthews Ariel Bezalel
FUND NAME
Jupiter UK Growth Jupiter European
Jupiter Absolute Return
Jupiter Merlin Income Portfolio Jupiter Growth and Income fund Jupiter Strategic Bond
1YR
-2.26 -7.98 -2.81 -1.48 0.18 2.61
3YR
48.19 71.82 10.65 38.5
53.38 62.51
ALPHA MANAGERS 5YR
10YR
-5.24 29.1
-0.82 16.41 20.53
161.57 158.1
146.73 110.14
NAME
Jupiter Absolute Return Jupiter Strategic Bond
Jupiter North American Income Jupiter European
Jupiter Japan Income
AFI AGGRESSIVE Yes No No
Yes No
AFI BALANCED Yes Yes Yes Yes Yes
FE ADVISER FUND INDEX CONSTITUENTS AFI CAUTIOUS
1YR
Yes Yes Yes No
Yes
5.03 5.52 5.24
-10.01 -2.49
3YR
65.65 45.86 56.93 19.88
5YR
34.83 32.44 3.15
Data source: FE. Calculation basis: bid to bid, net income re-invested, in UK Sterling to 30th April 2012. Past performance is no guarantee of future results. FE does not accept responsibility for any damages or losses which may arise from use of this information. Care has been taken to ensure that the information is correct but FE neither warrants, represents nor guarantees the contents of the information. FE Crown Fund Ratings are based on quant analysis of consistency, volatility and performance of a fund. FE Alpha Manager Ratings identify the best fund managers in the UK, using quant based analysis from 1 Jan 2000. FE AFI represents a portfolio of funds based on different investment attitudes, chosen by the UK’s leading IFAs. For more information visit
www.trustnet.com
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