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You are here: Manager factsheet

Ben Whitmore

Jupiter Unit Trust Mgrs Ltd, Jupiter Asset Management, Omnis Investments Ltd
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FE Trustnet verdict
Overall, performing better than the peer group composite. Over a long track record, the manager has outperformed the peer group more often than not. stock picking has made a contribution to results, which have not been particularly exposed to falling markets.
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
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
 
 
 
 
 
2-38m
 
 
 
 
 
 
 
 
 
14-50m
 
 
 
 
 
 
 
 
 
26-62m
 
 
 
 
 
 
 
 
 
38-74m
 
 
 
 
 
 
 
 
 
50-86m
 
 
 
 
 
 
 
 
 
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 -6.7 6.8 11.7 16.9 -1.7 9.8 23.0 17.6 7.5 9.4
Peer Group Composite -1.2 6.3 12.1 8.1 1.8 9.2 23.2 11.2 6.1 8.7
Over / Under -5.5 0.5 -0.4 8.8 -3.5 0.6 -0.2 6.4 1.4 0.7
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
6 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
6 years
out of a possible 9
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Jupiter UK Special Situations Lead manager IA UK All Companies since Nov 01 2006 to present
Jupiter Income Trust Lead manager IA UK Equity Income since Jan 01 2013 to present
JGF-Jupiter Global Value Co-managed IA Global since Oct 25 2016 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 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
Data provided by FE. Care has been taken to ensure that the information is correct, but FE 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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