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Disciplined in the pursuit of value
There is a significant amount of evidence showing that shares purchased at a low valuation have historically delivered above-average returns over time. However, clearly not all lowly-valued shares will make good long-term investments, so the investment team carefully weigh up the price they pay for a share against their view of the quality of the company’s business. They also pay great attention to the broader ESG characteristics of companies, seeking firms that can balance a variety of stakeholder interests and thereby achieve attractive sustainable returns.
Focused on absolute measures of risk
Market and exchange rate movements can cause the value of an investment to fall as well as rise, and you may get back less than originally invested.
This fund invests mainly in shares and it is likely to experience fluctuations in price which are larger than funds that invest only in bonds and/or cash. Quarterly income payments will fluctuate. All of the fund’s expenses are charged to capital, which can reduce the potential for capital growth.
The Key Investor Information Document, Supplementary Information Document and Scheme Particulars are available from the document library.
Every effort is made to ensure the accuracy of any information provided but no assurances or warranties are given.
Meet the team
Jupiter Value Equities team
Ben joined Jupiter in 2006, prior to which he worked at Schroders, managing both retail and institutional portfolios and around £2 billion of assets. Dermot joined Jupiter in 2014 from Fidelity, where he was a Building Materials Analyst. Brian and Ellen both joined Jupiter in 2020, while Claudia joined in 2016 from BlackRock.
Click the button below to download all literature of Jupiter Global Value Equity Fund.