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Jupiter JGF Strategic Total Return L EUR Acc

Ranked 32 out of 48 in - Global Macro over 12 months
All calculations are in EUR unless stated

Managed by

Miles Geldard

Miles Geldard is Head of Strategy for Jupiter’s Fixed Interest & Multi-Asset Team and joint fund manager on a number of funds. Miles joined Jupiter in 2010, before joining, he was the founder and Head of the Multi-Asset and Convertibles teams at RWC Partners, and head of the Global Multi-Asset Group and Global Strategy teams at JP Morgan Asset Management. He has also been a fund manager at Jardine Fleming (part of JPMorgan) and an adviser on reserve management at the Central Bank of Botswana. Miles has a degree in Oriental Studies from Oxford University and is a CFA charterholder.

Lee Manzi

Lee Manzi joined Jupiter in 2010 as a fund manager to run global convertible and multi-asset strategies. He is joint fund manager with Miles Geldard on the Jupiter Global Convertibles SICAV and the Jupiter Strategic Total Return SICAV. Before joining Jupiter, Lee was a fund manager at RWC focusing on global convertible and multi-asset strategies, and at JPMorgan Asset Management, where he was a Vice President and fund manager, working in the Global Multi-Asset group. Lee has a degree in Accounting from Portsmouth University and is a CFA charterholder.

Objective

To generate positive long term returns across varying market conditions, from an actively managed portfolio of different asset classes, including equities, bonds, convertible bonds, currencies and money market securities on an international basis.The Investment Manager will make strategic investment and asset allocation decisions for the portfolio using a wide range of securities and financial derivative instruments in order to meet the Fund's objective of generating long term total returns for investors. In particular, the Fund is not subject to a predetermined country, industry sector, credit rating or market capitalisation bias.

Showing fund performance in Portugal View performance globally

Performance

Global Macro over : 31/10/2016 - 31/10/2017
  • Rank 32/48 Total Return
  • Rank 1/48 Standard Deviation
  • Rank 2/48 Max Drawdown
Fund Name Currency Loss
1 Palatine Absolument A EUR

-0.5%

2 Jupiter JGF Strategic Total Return L EUR Acc EUR

-0.5%

3 M&G Episode Macro EUR T-H Net Acc (Hgd)

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.6%

4 Maverick Fundamental Quant UCITS E EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.6%

5 Sirius GS5 I EUR

-0.6%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 0.7% -0.3% 0.3%
2016 -0.2% -0.8% 0.1% 0.8% -0.3%
2015 -1.8% 1.2% -1.0% -1.7% -0.3%
2014 1.1% -0.5% 0.7% 0.3% 0.7%
2013 3.8% 1.8% 1.4% 0.3% 0.4%
2012 1.8% 1.5% -1.4% 0.7% 1.0%
2011 -0.1% 0.2% -0.5% -0.2% 0.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Finland
  4. France
  5. Germany
  6. Jersey
  7. Luxembourg
  8. Netherlands
  9. Portugal
  10. Spain
  11. Sweden
  12. Switzerland
  13. United Kingdom

Fund Info

  • Launch date01/10/2010
  • Share Class size01Mn
  • Base currencyEUR
  • ISIN LU0522253292

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

Related News

Exclusive: A-rated Jupiter veteran to drop funds role

Multi-asset and convertibles specialists to relinquish day-to-day responsibilities.

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