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Jupiter Uk Special Situations Fund L Inc (0P00000C9J)

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2.18 -0.00    -0.04%
26/04 - Closed. Currency in GBP ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 10.34M
Type:  Fund
Market:  United Kingdom
Issuer:  Jupiter Unit Trust Managers Ltd
ISIN:  GB0004777347 
Asset Class:  Equity
Jupiter UK Special Situations Inc 2.18 -0.00 -0.04%

0P00000C9J Overview

 
On this page you'll find an in-depth profile of Jupiter Uk Special Situations Fund L Inc. Learn about the key management, total assets, investment strategy and contact information of 0P00000C9J among other information.
Category

UK Large-Cap Blend Equity

Total Assets

10.34M

Expenses

1.74%

Inception Date

May 14, 1996

Investment Strategy

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.

Contact Information

Address 70 Victoria Street
London,London SW1E 6SQ
United Kingdom
Phone +44 20 3817 1000
Fax +44 20 3817 1820

Top Executives

Name Title Since Until
Ben Whitmore Portfolio Manager 2006 Now
Biography Ben Whitmore joined Jupiter in October 2006. He manages the Jupiter UK Special Situations Fund (Unit Trust) and institutional assets. Prior to joining Jupiter, Ben worked at Schroders, managing both retail and institutional portfolios and some £2bn of assets - including the £281m Schroder Recovery Fund - establishing an excellent track record as a value-driven, contrarian fund manager. Ben gained a degree in Geography from Cambridge University.
Paul Sheehan Portfolio Manager 2003 2006
Biography Paul began his career at Newton Investment Management where he was a UK balanced Fund Manager and Research Analyst. He then moved to Friends Provident before becoming a Director and UK Fund Manager at Dresdner RCM Global Investors. Paul joined Jupiter in June 2001 when he took over the running of the Jupiter Growth and Income Unit Trust and in 2002 he took over the Jupiter Primadona Growth Trust Plc. He became fund manager of the Jupiter UK Special Situations Investment Trust in February 2003.
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