Jupiter Global Value Equity Class X - Accumulation (GBP)

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

This fund aims to achieve long-term growth by investing in out-of-favour companies with recovery potential from around the world. That makes it different from many other global funds that focus on companies with high-growth expectations, which could provide diversification to a portfolio. Also unlike many other global funds, it invests less in the US and so could be used to gain international exposure to other stock markets.

Ben Whitmore is one of the most experienced managers investing in unloved companies. We like his and co-manager Dermot Murphy's disciplined approach. However, Whitmore and Murphy will be leaving Jupiter at some point after July 2024 to set up their own investment boutique Brickwood Asset Management. At time of writing, Jupiter are exploring the option for Whitmore and Murphy to run the fund on a sub-advisory basis, however, it's unclear whether the new business would meet the required due diligence standard for Jupiter. This outcome has not been confirmed, and Jupiter has not given an alternative should this plan not be implemented. We conduct due diligence before featuring a fund in any of our solutions and to date we have not completed such a process for Brickwood. As a result of the uncertainty this fund does not feature on the Wealth Shortlist.