Jupiter European I Acc

Performance History31/08/2018
Growth of 1,000 (GBP) Advanced Graph
Jupiter European I Acc
Fund5.922.95.227.719.8
+/-Cat6.913.6-11.110.817.4
+/-B’mrk6.717.8-13.411.918.0
 
Key Stats
NAV
21/09/2018
 GBX 2599.57
Day Change 1.28%
Morningstar Category™ Europe ex-UK Large-Cap Equity
IA (formerly IMA) Sector Europe Excluding UK
ISIN GB00B5STJW84
Fund Size (Mil)
31/08/2018
 GBP 6002.50
Share Class Size (Mil)
31/08/2018
 GBP 2279.57
Max Initial Charge -
Ongoing Charge
30/06/2017
  1.03%
Morningstar Research
Analyst Report

We believe Jupiter European is a stand-out choice for European equities managed by an experienced and talented fund manager. Alexander Darwall has managed the fund since February 2001. Prior to joining Jupiter in 1995, Darwall was executive...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
PeoplePositive
ParentPositive
ProcessPositive
PerformancePositive
PriceNegative
Investment Objective: Jupiter European I Acc
The fund seeks to achieve long term capital growth. The fund seeks to invest in companies quoted on a European Stock Exchange.
Returns
Trailing Returns (GBP)21/09/2018
YTD15.05
3 Years Annualised18.94
5 Years Annualised15.57
10 Years Annualised*15.11
12 Month Yield 0.47
Management
Manager Name
Start Date
Alexander Darwall
01/02/2001
Inception Date
19/09/2011
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
FTSE World Eur Ex UK TR GBPMSCI Europe Ex UK NR EUR
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNot Specific
GrowthYes
IncomeNot Specific
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  Jupiter European I Acc31/08/2018
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock97.470.0097.47
Bond0.000.000.00
Property0.000.000.00
Cash2.850.312.53
Other0.000.000.00
Top 5 Regions%
Eurozone75.47
Europe - ex Euro16.40
United Kingdom5.03
United States3.09
Canada0.00
Top 5 Sectors%
Technology25.28
Healthcare24.20
Consumer Cyclical18.99
Financial Services14.04
Industrials11.86
Top 5 HoldingsSector%
Wirecard AGTechnologyTechnology9.77
Amadeus IT Group SA ATechnologyTechnology8.59
adidas AGConsumer CyclicalConsumer Cyclical7.80
Novo Nordisk A/S BHealthcareHealthcare6.67
RELX NVConsumer CyclicalConsumer Cyclical6.60
Jupiter European I Acc
* This share class has performance data calculated prior to the inception date, 2011-09-19. This is based upon a simulated/extended track record, using the track record of Jupiter European (ISIN: GB0006664683), and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.