Jupiter Global Levered Absolute Return

Investment Objective

The Jupiter Global Levered Absolute Return fund seeks to generate an absolute return over a three year rolling period, independent of market conditions, by investing on a global basis. The fund is a levered version of an existing unit trust portfolio managed by the team, and is designed for investors seeking exposure to the strategy with a higher level of volatility. Positions within the unit trust strategy will be levered up for inclusion in the Jupiter Global Levered Absolute Return fund portfolio. As a starting point the leverage will be approximately 2x, although the fund managers will adjust the leverage on a case-by-case basis for prudent portfolio management, taking into account factors such as fund flows and regulatory requirements on maximum position sizes.

Reference Index

3M EUR LIBOR

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2018 0.4 0.8 0.8 0.4 0.1 0.4 0.2 0.9 0.0 0.0 0.8 0.7 0.0
2017 0.4 0.0 0.1 0.5 0.2 0.5 0.6 0.8 0.0 0.6 0.0 0.9 0.5

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Close Current Site Absolute Hedge is a market leading UCITS research database providing proprietary research on funds, themes and strategies in the UCITS space. Kepler Trust Intelligence is produced by the investment companies team at Kepler Partners and is the UK’s premier source of detailed qualitative research on investment trusts. Kepler Liquid Strategies is a Dublin domiciled UCITS fund platform featuring a number of best-of-breed fund managers. Kepler Partners is a corporate advisory and asset raising boutique specialising in the regulated funds market in Europe and investment trusts in the UK.