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Jupiter JGF Strategic Total Return L EUR Acc

Ranked 34 out of 48 in - Global Macro over 12 months
All calculations are in EUR unless stated

Managed by

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 : 31/08/2017 - 31/08/2018
  • Rank 34/48 Total Return
  • Rank 3/48 Standard Deviation
  • Rank 15/48 Max Drawdown
Fund Name Currency Return
32 William Blair SICAV Dynamic Div Alloc I H EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-3.1%

33 IPM Systematic Macro UCITS B EUR EUR

-3.6%

34 Jupiter JGF Strategic Total Return L EUR Acc EUR

-3.8%

35 Candriam Global Alpha I EUR

-4.2%

36 Halley SICAV-Alinea Global A EUR EUR

-4.2%

Fund Name Currency Loss
13 Invesco Macro Allocation Strategy A Acc EUR EUR

-3.9%

14 BlueBay Global Sovereign Opps I EUR

Currency exposure is hedged

Currency exposure is hedged

EUR

-4.1%

15 Jupiter JGF Strategic Total Return L EUR Acc EUR

-4.2%

16 Planetarium Fund Anthilia Blue B EUR

-4.4%

17 Unifond Global Macro, FI EUR

-4.4%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -1.4% -1.5%
2017 0.1% 0.7% -0.3% 0.3% -0.6%
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.

European sovereign debt is largely overvalued, says multi-asset star

Citywire A-rated Miles Geldard is steering clear of the region's government bonds and concentrating more on Asian equities and LatAm fixed income.

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