Ben Whitmore | Fund manager factsheet | Jupiter Unit Trust Mgrs Ltd

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FE Trustnet Fund managers

Manager factsheet

Ben Whitmore
Jupiter Unit Trust Mgrs Ltd
Manager factsheet pdf RSS Feed


	FE Trustnet verdict Overall, performing better than the peer group composite. However, over a long track record, the manager has, period by period, over- and under-performed roughly equally. Stockpicking has made a contribution to results, which have tended to be relatively better in a falling market.

Manager profile

Ben Whitmore joined Jupiter in October 2006. He manages the Jupiter UK Special Situations Fund (Unit Trust) and institutional assets. Prior to joining Jupiter, Ben worked at Schroders, managing both retail and institutional portfolios and some £2bn of assets - including the £281m Schroder Recovery Fund - establishing an excellent track record as a value-driven, contrarian fund manager. Ben gained a degree in Geography from Cambridge University.

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Annualised total return over 11.7 years

+7.3%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Ben Whitmore	23.0	40.4	51.4	50.9	189.4
Peer Group Composite	18.0	31.0	29.8	24.7	180.3
Over / Under	5.0	9.4	21.6	26.2	9.1

Total return for Ben Whitmore

Rolling Alpha Quartile:

Discrete three year periods

Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.


Quartile 1
Quartile 2
Quartile 3
Quartile 4

0-36m

12-48m

24-60m

36-72m

48-84m

Discrete calendar year performance : Ben Whitmore

Discrete performance

	0-12m	12-24m	24-36m	36-48m	48-60m	60-72m	72-84m	84-96m	96-108m	108-120m

Ben Whitmore	23.0	0.5	13.5	32.7	-18.8	-6.9	7.0	32.9	13.6	27.0
Peer Group Composite	18.0	-2.5	13.8	34.4	-26.3	-8.4	4.9	35.4	16.7	42.3
Over / Under	5.0	3.0	-0.3	-1.7	7.5	1.5	2.1	-2.5	-3.1	-15.3

Performance vs peer group composite: Ben Whitmore

How a manager matches up against his peers gives you some idea of how talented he is. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.

Overall markets

Outperformed peer group composite

5 years

out of a possible 10

Overall markets

Underperformed peer group composite

5 years

out of a possible 10

Rising markets

Outperformed peer group composite

2 years

out of a possible 7

Falling markets

Outperformed peer group composite

3 years

out of a possible 3

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

Jupiter UK Special Situations	Lead manager	UT UK All Companies	since Nov 01 2006 to present
Jupiter Income	Lead manager	UT UK Equity Income	since Jan 01 2013 to present

Funds managed previously

Fund	Periods

Jupiter UK Alpha	since May 01 2007 to Dec 31 2012
Schroder Recovery	since Aug 01 2001 to Jul 20 2006
Schroder Split Investment plc	since Jan 01 2002 to Jul 31 2006
Schroder Income Growth	since Feb 01 2002 to Jul 31 2006

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