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Jupiter European Inc

Performance History31/12/2016
Growth of 1,000 (GBP) Advanced Graph
Jupiter European Inc
Fund23.224.75.122.04.4
+/-Cat4.4-2.16.112.7-11.9
+/-B’mrk7.2-0.65.916.9-14.2
 
Key Stats
NAV
17/01/2017
 GBX 1729.52
Day Change -0.61%
Morningstar Category™ Europe ex-UK Large-Cap Equity
IA (formerly IMA) Sector Europe Excluding UK
ISIN GB0006664683
Fund Size (Mil)
30/12/2016
 GBP 3762.70
Share Class Size (Mil)
30/12/2016
 GBP 1281.67
Max Initial Charge 5.00%
Ongoing Charge
17/11/2016
  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 Returns17/01/2017
YTD3.16
3 Years Annualised10.82
5 Years Annualised15.51
10 Years Annualised10.78
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 Inc31/12/2016
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock99.670.0099.67
Bond0.000.000.00
Property0.000.000.00
Cash171.49171.53-0.04
Other0.400.030.37
Top 5 Regions%
Eurozone66.15
Europe - ex Euro28.45
United Kingdom5.41
United States0.00
Japan0.00
Top 5 Sectors%
Healthcare30.70
Technology18.59
Industrials15.50
Consumer Cyclical15.19
Basic Materials11.01
Top 5 HoldingsSector%
Syngenta AGBasic MaterialsBasic Materials9.03
RELX NVConsumer CyclicalConsumer Cyclical8.39
Novo Nordisk A/S BHealthcareHealthcare6.41
Wirecard AGTechnologyTechnology5.45
Amadeus IT Group SA ATechnologyTechnology5.39
Jupiter European Inc