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You are here: Manager factsheet

Ben Whitmore
Jupiter Unit Trust Mgrs Ltd, Omnis Investments Ltd
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Ben Whitmore is a highly-regarded fund manager. Ben joined Jupiter Asset Management in 2006 and is currently Head of Strategy, Value Equities.He manages the Jupiter UK Special Situations Fund and the Jupiter Income Trust and also co-manages the Jupiter Global Value Equity Fund and Jupiter Global Value fund. Before joining Jupiter, Ben worked at Schroders, managing both retail and institutional portfolios and around £2 billion of assets.
Total return for Ben Whitmore
Manager career performance
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
 
 
 
 
 
60-96m
 
 
 
 
 
 
 
 
 
72-108m
 
 
 
 
 
 
 
 
 
84-120m
 
 
 
 
 
 
 
 
 
96-132m
 
 
 
 
 
 
 
 
 
108-144m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Ben Whitmore

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Ben Whitmore 12.7 6.9 2.1 37.7 -25.2 -0.2 -1.3 9.9 18.9 1.7
Peer Group Composite 18.7 4.5 -9.0 35.5 -14.5 7.5 -2.9 14.5 8.0 6.0
Over / Under -6.0 2.4 11.1 2.2 -10.7 -7.7 1.6 -4.6 10.9 -4.3
Performance vs peer group composite: Ben Whitmore
How a manager matches up against their peers gives you some idea of how talented they are. 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
Up
Outperformed peer group composite
5 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Jupiter UK Dynamic Equity Lead manager IA UK All Companies since Nov 01 2006 to present
Jupiter Global Value Equity Co-managed IA Global since Mar 27 2018 to present
Omnis Income & Growth Lead manager IA Unclassified since Jul 08 2019 to present
Funds managed previously
Fund Periods
Jupiter UK Income since Jan 01 2013 to Mar 28 2024
JGF-Jupiter Global Value since Oct 25 2016 to Feb 29 2024
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
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Group The equity funds on track to beat the market for the sixth year in a row By Gary Jackson  21-Nov-2024
Group Pridham Report: Equity income gains popularity but appetite for passives wanes By Patrick Sanders  20-Nov-2024
Group Jupiter hires GAM European equity team led by Niall Gallagher By Patrick Sanders  19-Nov-2024
Group Should you buy, hold or fold Jupiter India – and India in general? By Matteo Anelli  19-Nov-2024
Group Mixed asset, equity income and Trump trades: The funds that investors have been eyeing in 2024’s second half By Gary Jackson  15-Nov-2024
Fund M&G sustainability range loses Square Mile ratings on fund merger plans By Gary Jackson  05-Nov-2024
Group The best and worst funds in October By Gary Jackson  01-Nov-2024
Sector A manager’s dilemma: Is Nvidia the next Cisco? By Matteo Anelli  31-Oct-2024
Fund Jupiter’s Whitmore replaced by Ninety One’s Dicorrado at Omnis Income & Growth By Matteo Anelli  29-Oct-2024
Sector Brunner’s Bishop: Quality and growth are meaningless without value By Matteo Anelli  25-Oct-2024
Group Five quality-growth stocks, allocating to silver and for how much longer will the UK remain a buyer’s market? Thoughts from Fundswire this week By Diana Llewellyn  25-Oct-2024
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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