Jupiter Global Value Equity Class X - Accumulation (GBP)
Our view on this Fund
This fund is on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. However, this is not a recommendation to buy.
This fund aims to achieve long-term growth by investing in out-of-favour companies with recovery potential from around the world. That makes it different from many other global funds that focus on companies with high-growth expectations, and we think the two styles could work well together in a portfolio. Also unlike many other global funds, it invests less in the US and so could be used to gain international exposure to other stock markets.
Ben Whitmore is one of the most experienced managers investing in unloved companies. We like his and co-manager Dermot Murphy's disciplined approach, focusing on financially robust businesses with the potential to do well in future.