By continuing to use this site, you agree to use of cookies. You can change this and find out more by following this link Accept cookies

Jupiter China Acc

Performance History31/03/2015
Growth of 1,000 (GBP) Advanced Graph
Jupiter China Acc
Fund-27.211.719.82.311.0
+/-Cat-4.61.313.4-11.7-0.4
+/-B’mrk-9.4-5.618.0-12.4-2.6
 
Key Stats
NAV
17/04/2015
 GBX 122.99
Day Change -1.32%
Morningstar Category™ China Equity
IA (formerly IMA) Sector China/Greater China
ISIN GB00B1DTDX49
Fund Size (Mil)
31/03/2015
 GBP 168.39
Share Class Size (Mil)
31/03/2015
 GBP 126.43
Max Initial Charge 5.25%
Ongoing Charge
31/08/2014
  1.81%
Morningstar Research
Analyst Report

Following the news that fund manager Philip Ehrmann is to leave the company at the end of 2014, we have placed the Jupiter China fund under review. The fund previously held a Morningstar Analyst Rating of Bronze. Ehrmann has managed this fund...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
People
ParentNeutral
Process
Performance
PriceNeutral
Investment Objective: Jupiter China Acc
The fund seeks to achieve long term capital growth. The fund seeks to achieve long term capital growth through investing principally in companies operating in China (including Hong Kong) but may also invest in companies operating in other countries which, in the Manager’s opinion, conduct a material proportion of their business in China (including Hong Kong) or derive a material proportion of their earnings from activities in China. The Manager will only enter into derivative transactions for the purpose of efficient management of the portfolio and not for investment.
Returns
Trailing Returns17/04/2015
YTD26.05
3 Years Annualised17.56
5 Years Annualised4.91
10 Years Annualised-
12 Month Yield 0.53
Management
Manager Name
Start Date
Ross Teverson
01/01/2015
Inception Date
20/10/2006
Advertisement
Benchmarks
Fund BenchmarkMorningstar Benchmark
MSCI AC Zhong Hua NR USDMSCI China NR USD
Portfolio Profile for  Jupiter China Acc31/03/2015
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock98.650.0098.65
Bond0.000.000.00
Property0.000.000.00
Cash1.350.001.35
Other0.000.000.00
Top 5 Regions%
Asia - Emerging94.80
Asia - Developed5.20
United States0.00
Japan0.00
Australasia0.00
Top 5 Sectors%
Technology25.94
Financial Services18.15
Industrials11.75
Healthcare10.26
Consumer Cyclical8.68
Top 5 HoldingsSector%
No Data Available
Jupiter China Acc