Jupiter UK Dynamic Equity

Formerly Jupiter UK Special Situations

Introduction to the fund

Alex and Stephanie took over this fund in October 2024 from Ben Whitmore. They have a value-conscious style, seeking companies that have been beaten up by the market but are on the path to sustainable positive change. Alex has provided some of the best long-term performance of any UK manager over the past 20 years and we are confident that he will continue to do so with this fund. Stephanie and Alex previously worked together at JOHCM. This fund was called Jupiter UK Special Situations..

Fund manager

Alex Savvides

Alex Savvides spent 21 years at J O Hambro Capital Management, where he was manager of the Elite Rated JOHCM UK Dynamic fund, a strategy which he developed and launched in 2008. Alex spent his early investment career at three independent UK stockbroking firms. He is a Fellow of the CISI and holds a BA in Politics from the University of Nottingham.

Opinion on fund

The investment process follows a classical value approach and has been well executed by the experienced and skilled Alex Savvides. The Jupiter UK Dynamic Equity fund is highly stylistic in nature and the style will fall in and out of fashion as the business cycle evolves. While this style has had a period of difficulty, Alex has still managed to outperform his direct peers and therefore provides a lot to recommend, especially for those looking for a value-driven strategy.

Fund performance

Documents

Key facts

  • Fund size

    £1,281.2m

  • Chelsea rating

    Buy

  • Core Selection

    Yes

  • Chelsea Risk Rating

    6

  • AMC

    –

  • OCF

    0.76%

  • Unit Type

    Acc and Inc

  • Yield

    2.86%

  • FundCalibre rating

    Elite Rated

How to invest

Once you know where you want to invest, there are a number of ways you can invest:

  • Log in here and process your instruction
  • Call us on 020 7384 7300 to buy over the phone or request an application form
  • Download an application form and post it to us, along with a cheque
Find out more
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Important information

Source: Performance data sourced from FE Analytics (IA universe). Yield figures (per annum), Fund Size data and AMCs/OCFs are as at 23/01/2026 unless otherwise stated.

The performance graph, factsheets and Key Investor Information Document is provided by FEfundinfo, and updated on a daily basis.

Some funds listed are off shore-domiciled and subject to different regulations. Off shore funds typically do not offer investor compensation under the UK Financial Services Compensation Scheme (FSCS).

Performance history extended by FE fundinfo to illustrate the fund’s longer-term record.

Sector rankings calculated from multiple underlying sectors; certain funds remain unranked due to limited comparability.

Funds assigned to an alternative IA sector; sector rankings may differ accordingly.

The information provided is based on our proprietary qualitative and quantitative research. Whilst reasonable efforts have been taken to ensure accuracy, Chelsea Financial Services cannot guarantee that the information is free from errors, omissions, or inaccuracies.

This information does not constitute investment advice and should not be interpreted as a recommendation to invest in any fund listed. Past performance is not a reliable indicator of future returns.

Please read the full Important Notice on page 2 of the FundReview 2025 carefully before making investment decisions.

Whilst every effort has been made to ensure the accuracy of this information, Chelsea Financial Services takes no responsibility for any errors, omissions or inaccuracies contained therein. The funds within the Chelsea Selection are based on our proprietary research, which is both qualitative and quantitative. Please note this is not investment advice, nor does it imply that you should invest in this fund. Past performance is a not a guide to future returns.

To find out more about our Chelsea Risk Rating, please visit our dedicated page.

The AMC (annual management charge) is paid to the fund management company for managing the fund. It is calculated as a percentage of the value of the fund. The AMC is less than the Ongoing Charges Figure (OCF).

The OCF (ongoing charges figure): The cost includes the AMC and other fees such as registration, regulatory, audit and legal fees but does not include transaction costs and performance fees.