Investment Objective
The fund seeks to generate absolute return, over a 3 year rolling period, independent of market conditions, by investing on a global basis. The fund invests in a global portfolio of equities, equity related securities (including derivatives), cash, near cash, fixed interest securities, currency exchange transactions,index linked securities, money market instruments and deposits.
Reference Index
Cash benchmark 3 month LIBOR
Latest Meeting Note
Fund Update 06 Jan 2021
As of the end of December 2020, James Clunie (ex-PM) has left Jupiter Asset Management. From January 1st 2021 the Jupiter Absolute Return fund is now under the control of the company’s multi-asset business, which is run by Talib Sheikh.
As of the end of December 2020, James Clunie (ex-PM) has left Jupiter Asset Management. From January 1st 2021 the Jupiter Absolute Return fund is now under the control of the company’s multi-asset business, which is run by Talib Sheikh.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2020 | 0.1 | 0.8 | 0.1 | 0.6 | 1.0 | 0.6 | 0.9 | 0.9 | 0.2 | 0.7 | 0.3 | 0.6 | 0.5 | |
| 2019 | 0.9 | 0.6 | 0.1 | 0.7 | 0.1 | 0.1 | 0.9 | 0.6 | 0.8 | 0.4 | 0.5 | 0.2 | 0.9 |
