Jupiter Merian Global Equity Absolute Return Fund
The objective of the Fund is capital appreciation while closely controlling risk. In addition, the Fund intends to deliver absolute returns that have a low correlation with equity and bond markets.
Jupiter Merian Global Equity Absolute Return Hedged Fund aims for capital growth while closely controlling risk, intending to deliver an absolute return above zero irrespective of market conditions. Funds in this sector generally try to make a positive return in any market condition. But they go about it in different ways. Some focus on one type of asset, such as shares or bonds, while others invest in a variety of different assets. Some stick to one geographical area, like the UK or Europe, while others invest globally.
Jupiter Merian Global Equity Absolute Return (GEAR) has received The Hedge Fund Journal’s UCITS Hedge award for Best Performing Fund over one, two and three years, in the Equity Market Neutral Global – Quantitative strategy category.
If steady capital growth is your preference, then this fund could fit your requirements. The fund will not rocket up in value but provide a steady return of approx 14% per annum. We have written about Tellworth UK Select Fund in the past and this is a good alternative to consider.
Fund Objective
Objective: capital growth, while closely controlling risk. The Fund also aims to deliver an absolute return (above zero performance, irrespective of market conditions) over rolling 12 month periods. In seeking to achieve its investment objective, the fund will aim to deliver a return, net of fees, in excess of the Federal Reserve Funds Target Rate over rolling 3 year periods. For performance measurement purposes, the cash benchmark will differ for non-base currency classes. The Fund also aims to achieve its objective within an annualised volatility limit of 6 per cent.The Fund may invest in company shares and similar investments listed or located anywhere in the world. The Fund uses derivatives (i.e. financial contracts whose value is linked to the expected price movements of an underlying investment), with the aim of generating returns and reducing the overall costs and/or risks of the Fund. The Fund will adopt a structured neutral position (balancing long and short positions aiming to build a portfolio with zero market exposure) at all times. The Fund will hold a long position (benefit from buying an asset with the aim of selling it later at a higher price relative to the market) in an investment expected to outperform the market, and short (benefit from the sale of an asset with the aim of buying it later at a lower price relative to the market) an investment expected to underperform the market. The Fund can take long and short positions through the use of derivatives, which may result in the Fund being leveraged. Leverage magnifies the exposure of the Fund to greater than the underlying investments. In such situations, returns may rise or fall more than they would have done otherwise, reflecting such additional exposure. The Fund is actively managed. Portfolio construction is driven by systematic analysis of companies against several distinct characteristics including stock price valuation, balance sheet quality, growth characteristics, efficient use of capital, analyst sentiment and supportive market trends to identify attractively priced investment opportunities.
| FUND FACTS | |
|---|---|
| Fund Name | Jupiter Merian Global Equity Absolute Return Fund |
| Fund Manager(s) | Amadeo Alentorn |
| Share Class Launch Date | 1 May 2014 |
| Offer Closes | closed |
| Product Type | Open Ended Investment Company |
| Available as an ISA | Yes |
| Distribution Frequency | None |
| XD Dates | - |
| Pricing Frequency | Daily |
| Yield | 0.00% |
| Share Class | Z1 GBP Hedged Acc |
| Fund Charges | |
| Initial charge: | 0.% |
| Fund Manager Ongoing Charge: | 0.74% |
| Total Service Fee p.a. | 0.53% |
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