Quick Stats

Mid Price GBX 272.45 Day Change GBX -3.32 (-1.20%)
Price Date 21 Oct 2019 Crown Rating 3
Shares Class Acc. Yield 0.50 %
Last Ex-Dividend Date 01 March 2019 Dividend Frequency Annually
Sector Global Fund Size 304,698,900.00
Launch Date 16/02/1998 Standard Initial Charge 0.00%
Ongoing cost 1.73% Annual Management Charge 1.50%
ISIN GB00B3Y68S87 Sedol B3Y68S8

Fund Objective

ObjectiveThe objective of the Fund is to provide a return, net of fees, higher than that provided by the FTSE World Index over the long term (at least five years).PolicyAt least 70% of the Fund is invested in shares of companies based anywhere in the world. 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.

Fund Managers

Stuart Cox
Stuart joined Jupiter in 2015 and is fund manager of the Jupiter Global Managed Fund. Before joining Jupiter, Stuart co-managed a global equity income portfolio at Caledonia Investments. Stuart began his career in 1991 as a credit analyst at Dai-Ichi Kangyo Bank before moving to Lombard Odier Asset Management where he was promoted to manage Japanese equity portfolios. Following further portfolio manager positions at Rothschild Asset Management, he joined JP Morgan Asset Management in London before relocating to Tokyo from 2007 to 2010.