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Jupiter JGF Global Absolute Return I Cap EUR

Ranked 164 out of 178 in - Long/Short Equity over 12 months
All calculations are in EUR unless stated

Managed by

James Clunie

James Clunie has developed a strong reputation for managing absolute return strategies. Prior to joining Jupiter, he worked at Scottish Widows Investment Partnership as an Investment Director of equities, and managed a long/short equity fund and UK long-only funds. James was a senior lecturer in finance at the University of Edinburgh between 2003 and 2007, prior to which he worked as Head of Global Equities at Aberdeen Asset Management and Director and Head of Asset Allocation at Murray Johnstone International. James gained a degree and PhD from Edinburgh University and is a Chartered Financial Analyst.

Objective

The Fund invests in a global portfolio of equities, equity related securities (including listed preference shares, listed convertible unsecured loan stock, listed warrants, and other similar securities), cash, near cash, fixed interest securities, currency exchange transactions, index linked securities, money market instruments, and deposits. At times, the Funds portfolio may be concentrated in any one or a combination of such assets and, as well as holding physical long positions and, through the use of derivatives, synthetic long and short positions.

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Performance

Long/Short Equity over : 31/01/2017 - 31/01/2018
  • Rank 164/178 Total Return
  • Rank 3/178 Standard Deviation
  • Rank 137/178 Max Drawdown
Fund Name Currency Return
162 Nordea1 Stable Equity Long/Short Euro Hdg BP EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.4%

163 UBI SICAV - Long/Short Euro I EUR

-4.1%

164 Jupiter JGF Global Absolute Return I Cap EUR EUR

-4.2%

165 Auriga Investors - Global Allocation Fund A Cap EUR

-4.3%

166 Schroder ISF European Eq Absolute Return C Acc EUR

-4.6%

Fund Name Currency Risk
1 Orchidee I Long/Short EUR

1.0

2 H2O Fidelio Fund I EUR (Hedged)

Currency exposure is hedged

Currency exposure is hedged

EUR

1.0

3 Jupiter JGF Global Absolute Return I Cap EUR EUR

1.5

4 BBVA Durbana IF Alternative Solutions A EUR Cap EUR

1.6

5 Blue Rock A EUR

1.7

Fund Name Currency Loss
135 Threadneedle American Extended Alpha EUR Ret Net A EUR

-4.1%

136 Rivoli International Fund V9 E

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.2%

137 Liontrust GF European Strategic Equity A4 EUR Acc EUR

-4.2%

137 Jupiter JGF Global Absolute Return I Cap EUR EUR

-4.2%

139 Planetarium Fund Anthilia Red A EUR

-4.3%

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 -3.3% -0.4% -1.1% -0.4% -1.4%
2016 -0.3% -0.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Finland
  4. France
  5. Germany
  6. Iran (Islamic Republic Of)
  7. Italy
  8. Luxembourg
  9. Netherlands
  10. Portugal
  11. Spain
  12. Sweden
  13. Switzerland
  14. United Kingdom

Fund Info

  • Launch date06/06/2016
  • Share Class size172Mn
  • Base currencyEUR
  • ISIN LU1388736503

Purchase Info

  • Min. initial investment10Mn
  • Min. regular additional investment250,000

Charges

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).