Quick Stats

Bid Price - Offer Price -
Mid Price GBX 250.86 Day Change GBX +1.73 (0.69%)
Price Date 24 Sep 2018 Crown Rating 2
Shares Class Inc. Yield 0.80 %
Total Expense Ratio 1.77 Fund Size 322,540,024.00
Launch Date 16/02/1998 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 1.50 Sector Global
Min Investment (£) 500.00 Total Expense Ratio (%) 1.77
ISIN GB0002440245 Min TopUp (£) 50.00

Fund Objective

The objective of the Fund is to achieve long-term capital growth principally through investment in equities on an international basis. The Fund's investment policy is to achieve long-term capital growth through investment in a concentrated international portfolio. The portfolio will principally comprise of companies considered by the Manager to be undervalued and which exhibit favourable growth prospects arising from characteristics such as proven management or strong products or services.

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.