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Jupiter Global Managed Fund Class I - Accumulation (GBP)

Sell:312.94p Buy:312.94p Change: 7.33p (2.29%)
Prices as at 24 September 2020
Change: 7.33p (2.29%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Prices as at 24 September 2020
Change: 7.33p (2.29%)
Prices as at 24 September 2020
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

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 records we're not currently considering the fund for the Wealth 50 list of our favourite funds.

Our view on the sector

It's natural for UK investors to focus on funds investing in their home market. But as the world has become more connected, so has the investment landscape. There are lots of funds investing across the globe, and these can be a great way to diversify an investment portfolio. Funds in the global sector can invest anywhere in the world. But they go about this in different ways. They vary in how much they can invest in certain types of companies, sectors, countries, or regions. Some focus on developed markets or large multinational corporations, while others invest more in higher-risk emerging markets or smaller companies. Some target companies with higher-growth expectations and others search for unloved companies with the potential to recover.

Performance Analysis

Stuart Cox has held a variety of different roles throughout his career, including managing portfolios of Japanese and global shares. He's managed Jupiter Global Managed for a limited time, so he doesn't have a long enough record for us to come to any meaningful conclusions. A focus on companies that have survived a variety of market conditions means the fund could hold up a bit better in weaker markets, but lag a rapidly rising market. There are no guarantees though.

Investment Philosophy

The manager looks for high-quality businesses from across the globe. He likes companies that pay dividends to their shareholders, because dividends can have a big impact on long-term returns, especially if they're reinvested. He favours those he believes can grow their earnings over time, in order to support dividends.

Process and Portfolio Construction

Stuart Cox decides what companies make it in and out of the fund. But he also has the support of a well-resourced team of analysts and portfolio managers.

He likes companies that are financially strong and own recognisable brands. Strong brands inspire customer loyalty and often mean companies can increase the prices of their products or services without affecting demand. These companies have often held up well even when the economy is in a weaker shape. But he'll invest in companies that tend to be more sensitive to the health of the economy when he thinks they'll perform better.

The manager invests in relatively few companies. This increases the fund's potential to outperform the broader global stock market over the long term but it's a higher-risk approach.

question mark Manager Track Record Based on HL Quantitative Research

  • Jupiter Global Managed Acc
  • FTSE All World TR GBP

Fund Track Record

24/09/15 to 24/09/16 24/09/16 to 24/09/17 24/09/17 to 24/09/18 24/09/18 to 24/09/19 24/09/19 to 24/09/20
Annual return 27.75% 10.80% 14.26% 10.24% 3.30%

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.

Fund Management Group Comment

Launched in 1985 as a specialist boutique, Jupiter has grown to be one of the UK's most successful and respected investment management groups. Jupiter currently manages assets spread across a range of UK and offshore mutual funds, multi-manager products, hedge funds, institutional mandates and investment companies. Jupiter has gained a reputation for achieving outperformance across a broad variety of portfolios specialising in different markets, including UK equities, Europe and bonds.

Information about the fund

Fund manager biography

manager photo
Manager Name: Stuart Cox
Manager start date: 2 July 2018
Manager located in: UK

Stuart Cox joined Jupiter in May 2015. Stuart has managed the Jupiter Global Managed Fund since July 2018.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account