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Jupiter European Inc

Performance History31/05/2017
Growth of 1,000 (GBP) Advanced Graph
Jupiter European Inc
Fund24.75.122.04.418.4
+/-Cat-2.16.112.7-11.94.5
+/-B’mrk-0.65.916.9-14.25.1
 
Key Stats
NAV
23/06/2017
 GBX 2022.99
Day Change -0.84%
Morningstar Category™ Europe ex-UK Large-Cap Equity
IA (formerly IMA) Sector Europe Excluding UK
ISIN GB0006664683
Fund Size (Mil)
31/05/2017
 GBP 4392.91
Share Class Size (Mil)
31/05/2017
 GBP 1455.60
Max Initial Charge -
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
The fund seeks to achieve long term capital growth. The fund seeks to invest in companies quoted on a European Stock Exchange.
Returns
Trailing Returns23/06/2017
YTD20.67
3 Years Annualised16.85
5 Years Annualised18.08
10 Years Annualised11.41
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 Inc31/05/2017
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock88.480.0088.48
Bond0.000.000.00
Property0.000.000.00
Cash162.18150.5811.60
Other1.111.18-0.07
Top 5 Regions%
Eurozone78.28
Europe - ex Euro16.19
United Kingdom5.53
United States0.00
Japan0.00
Top 5 Sectors%
Healthcare28.45
Technology19.77
Industrials17.74
Consumer Cyclical15.53
Financial Services12.34
Top 5 HoldingsSector%
RELX NVConsumer CyclicalConsumer Cyclical8.59
Novo Nordisk A/S BHealthcareHealthcare7.50
Wirecard AGTechnologyTechnology7.31
Amadeus IT Group SA ATechnologyTechnology5.70
Bayer AGHealthcareHealthcare5.64
Jupiter European Inc