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The Jupiter Global Fund - Jupiter China Select Class L GBP A Inc

Performance History31/01/2016
Growth of 1,000 (GBP) Advanced Graph
The Jupiter Global Fund - Jupiter China Select Class L GBP A Inc
Fund14.729.12.25.7-10.7
+/-Cat4.322.8-11.85.1-0.2
+/-B’mrk-2.627.4-12.58.2-1.4
 
Key Stats
NAV
08/02/2016
 GBP 9.99
Day Change -0.79%
Morningstar Category™ China Equity
IA (formerly IMA) Sector -
ISIN LU0329070758
Fund Size (Mil)
05/02/2016
 USD 7.25
Share Class Size (Mil)
05/02/2016
 USD 6.78
Max Initial Charge 5.00%
Ongoing Charge
02/12/2015
  1.72%
*  This rating and report were issued for a different share class of this fund. The performance and fee structure of this class may vary from that referenced.
Morningstar Research
Analyst Report

There has been significant change to this fund since late 2014.

Philip Ehrmann, who managed this fund from launch, left the company at the end of 2014. Management responsibility passed to the newly hired Ross Teverson. Teverson joined Jupiter...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
PeopleNeutral
ParentPositive
ProcessNeutral
PerformanceNeutral
PriceNeutral
Investment Objective: The Jupiter Global Fund - Jupiter China Select Class L GBP A Inc
To achieve long term capital growth by investing in companies that are considered by the Investment Manager to be well positioned to benefit from secular trends associated with the environmentally, socially and economically sustainable development of Greater China. The Fund will seek to derive its returns through a portfolio of companies that conduct a material proportion of their business in Greater China or derive a material proportion of their earnings from activities in Greater China. The Investment Manager will seek to identify the secular trends related to important developments in Greater China’s economy. The Investment Manager will, as a result, target investments in companies that are both well positioned to benefit from the long term growth characteristics of their sectors and which are able to withstand competitive pressure on their operating margins.
Returns
Trailing Returns08/02/2016
YTD-13.81
3 Years Annualised3.52
5 Years Annualised-1.11
10 Years Annualised-
12 Month Yield 0.00
Dividend Paying Frequency Annually
Management
Manager Name
Start Date
Ross Teverson
01/01/2015
Inception Date
11/12/2009
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
MSCI China NR USDMSCI China NR USD
Portfolio Profile for  The Jupiter Global Fund - Jupiter China Select Class L GBP A Inc31/12/2015
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock90.620.0090.62
Bond0.000.000.00
Property0.000.000.00
Cash2.531.201.33
Other8.050.008.05
Top 5 Regions%
Asia - Emerging86.18
Asia - Developed10.41
United Kingdom3.41
United States0.00
Japan0.00
Top 5 Sectors%
Technology20.70
Financial Services15.23
Consumer Defensive13.56
Industrials13.46
Healthcare13.29
Top 5 HoldingsSector%
Hollysys Automation Technologies... IndustrialsIndustrials4.85
Longfor Properties Co LtdReal EstateReal Estate4.57
Tencent Holdings LtdTechnologyTechnology4.42
Boer Power Holdings LtdIndustrialsIndustrials4.26
Baidu Inc ADRTechnologyTechnology3.97
The Jupiter Global Fund - Jupiter China Select Class L GBP A Inc