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Jupiter European Inc

Performance History31/01/2017
Growth of 1,000 (GBP) Advanced Graph
Jupiter European Inc
Fund24.75.122.04.42.3
+/-Cat-2.16.112.7-11.90.9
+/-B’mrk-0.65.916.9-14.21.8
 
Key Stats
NAV
24/02/2017
 GBX 1705.31
Day Change -0.60%
Morningstar Category™ Europe ex-UK Large-Cap Equity
IA (formerly IMA) Sector Europe Excluding UK
ISIN GB0006664683
Fund Size (Mil)
31/01/2017
 GBP 3817.19
Share Class Size (Mil)
31/01/2017
 GBP 1297.72
Max Initial Charge 5.00%
Ongoing Charge
10/02/2017
  1.78%
Morningstar Research
Analyst Report

For investors who understand its risks, this fund is a standout in its sector.

This fund has many of the features we like to see: a talented long-standing manager who is part of a highly experienced European equities team, a diligent investment...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
PeoplePositive
ParentPositive
ProcessPositive
PerformancePositive
PriceNegative
Investment Objective: Jupiter European Inc
The fund seeks to achieve long term capital growth. The fund seeks to invest in companies quoted on a European Stock Exchange.
Returns
Trailing Returns24/02/2017
YTD1.72
3 Years Annualised9.53
5 Years Annualised13.23
10 Years Annualised10.27
12 Month Yield 0.00
Dividend Paying Frequency Annually
Management
Manager Name
Start Date
Alexander Darwall
01/02/2001
Inception Date
31/07/1987
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
FTSE World Eur Ex UK TR GBPMSCI Europe Ex UK NR EUR
Portfolio Profile for  Jupiter European Inc31/01/2017
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock100.160.00100.16
Bond0.000.000.00
Property0.000.000.00
Cash169.32169.96-0.64
Other0.770.290.48
Top 5 Regions%
Eurozone66.54
Europe - ex Euro28.35
United Kingdom5.11
United States0.00
Japan0.00
Top 5 Sectors%
Healthcare28.26
Technology18.32
Industrials14.67
Consumer Cyclical14.17
Basic Materials10.77
Top 5 HoldingsSector%
Syngenta AGBasic MaterialsBasic Materials9.35
RELX NVConsumer CyclicalConsumer Cyclical8.22
Wirecard AGTechnologyTechnology6.33
Novo Nordisk A/S BHealthcareHealthcare6.23
Amadeus IT Group SA ATechnologyTechnology5.35
Jupiter European Inc