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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.
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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