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Jupiter JGF Global Absolute Return I Cap EUR

Classé 87 sur 110 en - Long/Short Equity sur 12 mois
All calculations are in EUR unless stated

Géré par

James Clunie

James Clunie has developed a strong reputation for managing absolute return strategies. Prior to joining Jupiter, he worked at Scottish Widows Investment Partnership as an Investment Director of equities, and managed a long/short equity fund and UK long-only funds. James was a senior lecturer in finance at the University of Edinburgh between 2003 and 2007, prior to which he worked as Head of Global Equities at Aberdeen Asset Management and Director and Head of Asset Allocation at Murray Johnstone International. James gained a degree and PhD from Edinburgh University and is a Chartered Financial Analyst.

Objectif

The Fund invests in a global portfolio of equities, equity related securities (including listed preference shares, listed convertible unsecured loan stock, listed warrants, and other similar securities), cash, near cash, fixed interest securities, currency exchange transactions, index linked securities, money market instruments, and deposits. At times, the Funds portfolio may be concentrated in any one or a combination of such assets and, as well as holding physical long positions and, through the use of derivatives, synthetic long and short positions.

Performance

Long/Short Equity sur : 30/06/2017 - 30/06/2018

Rendement total

Performance trimestrielle

au 30/06/2018 Annuel T1 T2 T3 T4
2018 -0,4% -0,4%
2017 -3,3% -0,4% -1,1% -0,4% -1,4%
2016 -0,3% -0,2%

Performance mensuelle

Rendement vs Risque

Enregistré à la vente

  1. Autriche
  2. Belgique
  3. Finlande
  4. France
  5. Allemagne
  6. Iran (Islamic Republic Of)
  7. Italie
  8. Luxembourg
  9. Pays-Bas
  10. Portugal
  11. Espagne
  12. Suède
  13. Suisse
  14. Royaume-Uni

Information sur le fonds

  • Date de lancement06/06/2016
  • Taille de la share class190Mn
  • Devise de baseEUR
  • Code ISIN LU1388736503

Information pour achat

  • Minimum investissement de départ10Mn
  • Montant minimum de versements périodiques250 000

Frais

La performance est pour la période indiquée (fin de mois à fin de mois, offre/offre, revenu brut réinvesti, calculée dans la devise indiquée).