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Jupiter European Inc (GBP)

Performance History30/04/2017
Growth of 1,000 (GBP) Advanced Graph
Jupiter European Inc (GBP)
Fund24.75.122.04.411.3
+/-Cat-2.16.112.7-11.91.6
+/-B’mrk-0.65.916.9-14.21.7
 
Key Stats
NAV
28/04/2017
 GBX 1865.38
Day Change 0.62%
Morningstar Category™ Europe ex-UK Large-Cap Equity
IA (formerly IMA) Sector Europe Excluding UK
ISIN GB0006664683
Fund Size (Mil)
31/03/2017
 GBP 3961.89
Share Class Size (Mil)
31/03/2017
 GBP 1333.31
Max Initial Charge 5.00%
Ongoing Charge
10/02/2017
  1.78%
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 (GBP)
The fund seeks to achieve long term capital growth. The fund seeks to invest in companies quoted on a European Stock Exchange.
Returns
Trailing Returns28/04/2017
YTD11.27
3 Years Annualised13.81
5 Years Annualised15.63
10 Years Annualised10.70
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 Inc (GBP)31/03/2017
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock99.550.0099.55
Bond0.000.000.00
Property0.000.000.00
Cash165.60165.260.35
Other0.270.170.10
Top 5 Regions%
Eurozone66.94
Europe - ex Euro27.72
United Kingdom5.35
United States0.00
Japan0.00
Top 5 Sectors%
Healthcare27.76
Technology18.50
Industrials14.98
Consumer Cyclical14.12
Basic Materials10.84
Top 5 HoldingsSector%
Syngenta AGBasic MaterialsBasic Materials9.36
RELX NVConsumer CyclicalConsumer Cyclical8.63
Wirecard AGTechnologyTechnology6.86
Novo Nordisk A/S BHealthcareHealthcare6.10
Amadeus IT Group SA ATechnologyTechnology5.62
Jupiter European Inc (GBP)