MoneyAM Fund Centre

Quick Stats

Fund Objective

Objective: The objective of the Fund is to provide a return, net of fees, higher than that provided by the FTSE World Index over the long term (at least five years). Policy: At least 70% of the Fund is invested in shares of companies based anywhere in the world. Up to 30% of the Fund may be invested in other assets, including open-ended funds (including funds managed by Jupiter and its associates), cash and near cash.

Fund Managers

Stuart Cox

Stuart joined Jupiter in 2015 and is fund manager of the Jupiter Global Managed Fund. Before joining Jupiter, Stuart co-managed a global equity income portfolio at Caledonia Investments. Stuart began his career in 1991 as a credit analyst at Dai-Ichi Kangyo Bank before moving to Lombard Odier Asset Management where he was promoted to manage Japanese equity portfolios. Following further portfolio manager positions at Rothschild Asset Management, he joined JP Morgan Asset Management in London before relocating to Tokyo from 2007 to 2010.