If your clients are looking for long-term capital growth, it could pay to choose
contrarian stockpicker Ben Whitmore. In the Jupiter UK Special Situations Fund
he looks further ahead than the stock market. Unconstrained by company size
or sector, Ben scours the market for those companies whose share price today
is, in his view, undervalued. He seeks to exploit behavioural issues by selecting
stocks that are temporarily out of fashion – and whose future potential has
yet to be realised.
Before any stock is bought, balance sheets are carefully scrutinised and company
managements met. Of course, company fortunes seldom turn around overnight,
and in order to realise their true value stocks are held for the long term and
portfolio turnover is typically low. As for performance, the Fund has outperformed
its sector average by +12.5% over 3 years and +12% over 5 years. Which suggests
pursuing the unfavoured can deliver very favourable results. Visit jupiteronline.
co.uk or call 0500 0500 98 for more information.
Outstanding Investment House of the Year – OBSR Awards 2009
Jupiter UK Special Situations Fund
5 year performance Jupiter UK Special Situations Fund
vs IMA All Companies
Jupiter UK Special Situations +34.4%
IMA UK All Companies +22.4%
This information is intended for investment professionals only and is not for the use or benefit of other persons.
All figures source: Financial Express, bid to bid, net income reinvested to 31.01.10. Jupiter Unit Trust Managers Limited, registered address: 1 Grosvenor Place, London SW1X 7JJ is authorised and regulated by the Financial Services
Authority whose address is 25 The North Colonnade, Canary Wharf, London E14 5HS. For the impact of charges and other expenses, reference should be made to the Key Features (incorporating the Simplified Prospectus). Current
tax levels and reliefs will depend on individual circumstances and details are contained in the Key Features (incorporating the Simplified Prospectus). For your security we may record or randomly monitor all telephone calls.
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