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Jupiter European Inc

Performance History30/09/2017
Growth of 1,000 (GBP) Advanced Graph
Jupiter European Inc
Fund24.75.122.04.421.7
+/-Cat-2.16.112.7-11.95.9
+/-B’mrk-0.65.916.9-14.26.0
 
Key Stats
NAV
19/10/2017
 GBX 2125.87
Day Change -0.52%
Morningstar Category™ Europe ex-UK Large-Cap Equity
IA (formerly IMA) Sector Europe Excluding UK
ISIN GB0006664683
Fund Size (Mil)
29/09/2017
 GBP 4464.84
Share Class Size (Mil)
29/09/2017
 GBP 1453.48
Max Initial Charge -
Ongoing Charge
10/02/2017
  1.78%
*  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

The Jupiter European Fund aims to achieve long-term capital growth by investing in companies quoted on a European stock exchange. Alexander Darwall has managed the fund since February 2001. This is a notable achievement and this stability and...

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 Returns19/10/2017
YTD26.80
3 Years Annualised21.92
5 Years Annualised16.43
10 Years Annualised11.34
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 Inc30/09/2017
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock92.250.0092.25
Bond0.000.000.00
Property0.000.000.00
Cash157.96149.898.07
Other0.210.53-0.32
Top 5 Regions%
Eurozone76.60
Europe - ex Euro21.36
United Kingdom2.04
United States0.00
Canada0.00
Top 5 Sectors%
Healthcare27.66
Technology21.97
Industrials16.09
Consumer Cyclical14.73
Financial Services12.52
Top 5 HoldingsSector%
Wirecard AGTechnologyTechnology9.40
RELX NVConsumer CyclicalConsumer Cyclical8.18
Novo Nordisk A/S BHealthcareHealthcare7.75
Amadeus IT Group SA ATechnologyTechnology6.02
Ryanair Holdings PLCIndustrialsIndustrials5.40
Jupiter European Inc