Jupiter European Inc

Performance History30/06/2018
Growth of 1,000 (GBP) Advanced Graph
Jupiter European Inc
Fund5.122.04.426.89.2
+/-Cat6.112.7-11.99.810.0
+/-B’mrk5.916.9-14.210.910.9
 
Key Stats
NAV
13/07/2018
 GBX 2399.70
Day Change 0.81%
Morningstar Category™ Europe ex-UK Large-Cap Equity
IA (formerly IMA) Sector Europe Excluding UK
ISIN GB0006664683
Fund Size (Mil)
29/06/2018
 GBP 5537.23
Share Class Size (Mil)
29/06/2018
 GBP 612.59
Max Initial Charge -
Ongoing Charge
30/06/2017
  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

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 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 Returns13/07/2018
YTD12.92
3 Years Annualised16.84
5 Years Annualised14.41
10 Years Annualised14.10
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
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 Inc30/06/2018
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock92.270.0092.27
Bond0.000.000.00
Property0.000.000.00
Cash163.95156.237.73
Other0.000.000.00
Top 5 Regions%
Eurozone81.24
Europe - ex Euro17.13
United Kingdom1.63
United States0.00
Canada0.00
Top 5 Sectors%
Technology24.68
Healthcare23.08
Consumer Cyclical18.61
Financial Services14.34
Industrials13.73
Top 5 HoldingsSector%
Wirecard AGTechnologyTechnology9.41
Amadeus IT Group SA ATechnologyTechnology7.49
RELX NVConsumer CyclicalConsumer Cyclical6.75
Novo Nordisk A/S BHealthcareHealthcare6.74
adidas AGConsumer CyclicalConsumer Cyclical6.17
Jupiter European Inc