Posted inHead To Head

HEAD-TO-HEAD: Jupiter versus Ninety One

FSA compares two gold products: the JGF-Jupiter Gold and Silver Fund and the Ninety One Global Gold Fund.
by Rupert Walker

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Conclusion

Morningstar has awarded both products four stars based on historical returns. FE Fundinfo, which bases its assessment on a fund’s three-year history of delivering alpha, minimising relative volatility and producing consistent returns, also rates the funds the same, with three crowns.

“Gold has been a big play in Chelsea Financial Services’ managed funds range we launched in 2017,” said McDermott.

“You have to take the rough with the smooth with commodities in general, but if you are patient you tend to reap the rewards,” he said.

“In our view, these are the top two players in the gold market, making them very hard to split,” McDermott said.

“The managers are specialists with significant experience, and, importantly for us, are passionate about the asset class,” he explained.

“The big difference is that if one felt silver was the place to be, then we would lean towards the Jupiter fund given Naylor-Leyland’s strong positioning towards it historically”.

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