||16/10/14 to 16/10/15
||16/10/15 to 16/10/16
||16/10/16 to 16/10/17
||16/10/17 to 16/10/18
||16/10/18 to 16/10/19
Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.
View fund chart
Our view on this fund
Stuart Cox took over this fund in July 2018. He worked with the fund's previous manager for three years and has some prior experience investing in global shares, but we'd prefer to see him build a longer track record we can analyse.
As we favour fund managers with longer track...
The Fund objective 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). At 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. The fund manager takes a fundamental approach to selecting individual securities in order to construct a portfolio of shares in companies from a diversified range of sectors giving investors broad exposure to opportunities around the world. The fund manager invests in some of the highest quality companies in the world, believing that quality underpins durable and persisting long-term returns. The manager places particular emphasis on CEO remuneration, incentives and contribution to returns. A disciplined process is applied to identify shares of companies that offer strong growth prospects and/or dividend yield. The Fund will tend to invest in a carefully selected number of companies where the manager has the highest conviction. Target benchmark - FTSE World Index The FTSE World Index is an industry standard index and is one of the leading representations of global stock markets. It is easily accessible and provides a fair reflection of the Fund Manager's investment universe and a good relative measure to assess performance outcomes. Comparator benchmark - IA Global Sector Many funds sold in the UK are grouped into sectors by the Investment Association (the trade body that represents UK investment managers), to help investors to compare funds with broadly similar characteristics. This Fund is classified in the IA Global Sector. The Fund is actively managed. This means the fund manager is taking investment decisions with the intention of achieving the Fund's investment objective; this may include decisions regarding asset selection, regional allocation, sector views and overall level of exposure to the market. The fund manager is not in any way constrained by the benchmark in their portfolio positioning, and will not hold all, or indeed may not hold any, of the benchmark constituents.