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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.
Name | Title | Since | Until |
---|---|---|---|
Brian McCormick | Portfolio Manager | 2024 | Now |
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. | ||
Dermot Murphy | - | 2018 | 2024 |
Ben Whitmore | Portfolio Manager | 2018 | 2024 |
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. |
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