Posted inHead To Head

HEAD-TO-HEAD: Blackrock vs Jupiter

FSA compares two UK equity funds: the Blackrock UK Fund and the Jupiter UK Special Situations Fund.
by Francis Nikolai Acosta

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Conclusion

The Blackrock fund has a three-star Morningstar rating and an analyst rating of Bronze, while the Jupiter fund carries five-stars and a (higher) Silver analyst rating.

Morningstar’s star rating looks at historical risk-adjusted performance and the analyst rating is based on forward-looking analysis.

Brunt did not say which fund he prefers, but instead pointed to the analyst ratings.

“The Jupiter is Silver-rated, so that gives an indication of where our higher conviction lies.

“The overriding factor is that the Jupiter manager’s track record goes back to the mid-90s, and one thing that we like about him is that he has been doing the same thing consistently and has delivered outperformance throughout his career,” Brunt said.

Although Blackrock’s Little has industry experience back to 2001, he hasn’t been managing money as long as Whitmore, he added.

However, he noted that investment preference will largely depend on what investors are looking for.

“If you are a believer of structural changes and trying to find tomorrow’s winners, then the Blackrock fund is more aligned with your view.

“But if you are a believer that we should stick with what the numbers are showing historically, then perhaps the Jupiter fund is more suited for you,” Brunt concluded.

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