Jupiter Income Class Z - Income (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.
Ben Whitmore invests differently to many other managers. He seeks companies that've fallen out of favour with investors, but he thinks have the potential to recover. He uses a disciplined approach to identify these companies, which we like. We also admire his conviction in his decisions even if they're at odds with the market consensus. Whitmore operates a concentrated portfolio of less than 40 stocks, so each position can have a big negative or positive impact on performance, and this increases risk.
He's one of the most experienced managers around investing the way he does. We think he offers something different to many other income-focused managers. His skill at investing in unloved areas of the market could offer a good dose of diversification to an equity income portfolio. We rate Whitmore highly, which is why his fund's on the Wealth Shortlist of our favourite funds.