Jupiter UK Special Situations - Bronze

FUND RESEARCH UPDATE: New Fund rating of Bronze

Ruli Viljoen 30 April, 2014 | 12:51PM
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Following the Morningstar OBSR Analyst Ratings Meeting on 10th April 2014, we have awarded the Jupiter UK Special Situations fund a Morningstar OBSR Analyst Rating™ of Bronze. The fund is managed by Ben Whitmore and provides investors with exposure to UK equities managed in a benchmark agnostic manner with a distinct value bias. Mr Whitmore is an experienced and highly successful manager, having managed this fund for over seven years and previously managed the Schroder Recovery fund. While the contrarian nature of the investment process can lead the fund to have periods of relative underperformance we believe patient investors will be rewarded and the fund has therefore been awarded a Bronze rating.

See the latest Morningstar OBSR fund rating news here.

The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Jupiter UK Special Situations L Inc222.64 GBP0.88Rating

About Author

Ruli Viljoen

Ruli Viljoen  is Head of Manager Selection, Morningstar UK

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