Jupiter European Growth Class L EUR Acc

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Performance History30/06/2024
Growth of 1,000 (GBP) Advanced Graph
Jupiter European Growth Class L EUR Acc
Fund9.917.7-19.214.73.1
+/-Cat-4.70.9-3.31.3-2.3
+/-B’mrk---1.2-6.0
 
Key Stats
NAV
25/07/2024
 EUR 47.34
Day Change -2.02%
Morningstar Category™ Europe Large-Cap Growth Equity
ISIN LU0260085492
Fund Size (Mil)
24/07/2024
 EUR 761.76
Share Class Size (Mil)
24/07/2024
 EUR 262.68
Max Initial Charge 5.00%
Ongoing Charge
30/09/2023
  0.22%
Morningstar Research
Analyst Report04/06/2024
Michael Born, Analyst
Morningstar, Inc

The team managing Jupiter European Growth has settled quickly and is working well together. Coupled with the distinctive, high-quality focus to the approach, it means there are several positives here. All share classes retain a Morningstar...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
People24
Parent23
Process24
Performance
Price
Investment Objective: Jupiter European Growth Class L EUR Acc
To achieve long term capital growth by exploiting special investment opportunities in Europe.
Returns
Trailing Returns (GBP)25/07/2024
YTD-2.03
3 Years Annualised-1.77
5 Years Annualised3.20
10 Years Annualised8.68
12 Month Yield 0.00
Management
Manager Name
Start Date
Mark Heslop
01/10/2019
Mark Nichols
01/10/2019
Inception Date
17/08/2001
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
FTSE World Europe TR EURMorningstar DM Europe Grt TME 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 Growth Class L EUR Acc31/05/2024
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock98.550.0098.55
Bond0.000.000.00
Property0.000.000.00
Cash19.6718.211.45
Other0.000.000.00
Top 5 Regions%
Eurozone58.68
Europe - ex Euro23.95
United Kingdom17.37
United States0.00
Canada0.00
Top 5 Sectors%
Industrials34.31
Technology16.70
Financial Services11.38
Healthcare11.03
Consumer Cyclical10.14
Top 5 HoldingsSector%
Novo Nordisk A/S Class BHealthcareHealthcare6.90
RELX PLCIndustrialsIndustrials6.50
ASML Holding NVTechnologyTechnology6.04
Wolters Kluwer NVIndustrialsIndustrials4.83
Amadeus IT Group SATechnologyTechnology4.29
Jupiter European Growth Class L EUR Acc

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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)
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