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Jupiter Global Value Equity Fund X Acc (0P0001CWV4)

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0.787 +0.016    +2.09%
00:00:00 - Closed. Currency in GBP
  • Morningstar Rating:
  • Total Assets: 141.18M
Type:  Fund
Market:  United Kingdom
ISIN:  GB00BF5DRJ63 
Asset Class:  Equity
Jupiter Global Value Equity Fund X Acc 0.787 +0.016 +2.09%

0P0001CWV4 Overview

 
On this page you'll find an in-depth profile of Jupiter Global Value Equity Fund X Acc. Learn about the key management, total assets, investment strategy and contact information of 0P0001CWV4 among other information.
Category

Global Flex-Cap Equity

Total Assets

141.18M

Expenses

0.53%

Inception Date

Mar 27, 2018

Investment Strategy

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.

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
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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