Jupiter Global Fund - Jupiter European Growth Class L EUR Acc

Performance History30/06/2020
Growth of 1,000 (GBP) Advanced Graph
Jupiter Global Fund - Jupiter European Growth Class L EUR Acc
Fund3.324.7-3.622.03.3
+/-Cat-9.37.86.7-1.00.6
+/-B’mrk-10.07.94.9-3.00.9
 
Key Stats
Day Change 1.88%
Bid  (15/07/2020)  EUR 40.06
Offer  (15/07/2020)  EUR 40.06
Morningstar Category™ Europe Large-Cap Growth Equity
ISIN LU0260085492
Fund Size (Mil)
15/07/2020
 EUR 1421.21
Share Class Size (Mil)
15/07/2020
 EUR 411.06
Max Initial Charge 5.00%
Ongoing Charge
03/07/2020
  1.72%
Morningstar Research
Analyst Report

The team setup on Jupiter European Growth is still relatively new. The distinctive, high-quality focus to the approach, which was previously implemented soundly elsewhere on a Europe ex UK basis, means there are positives to this strategy. We...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
PeopleAverage
ParentAbove Average
ProcessAverage
Performance
Price
Investment Objective: Jupiter Global Fund - Jupiter European Growth Class L EUR Acc
To achieve long term capital growth by exploiting special investment opportunities in Europe. The Fund will invest primarily in equity and equity related securities (including listed preference shares, listed convertible unsecured loan stock, listed warrants and other similar securities) of issuers which have their registered office in Europe or exercise the predominant part of their economic activities in Europe (including UK) and which are considered by the Investment Manager to be undervalued or otherwise to offer good prospects for capital growth. The Investment Manager will adopt a primarily bottom up approach to selecting investments for the Fund and the Investment Manager will not be tied to investing in constituent companies of the Benchmark.
Returns
Trailing Returns (GBP)15/07/2020
YTD6.57
3 Years Annualised9.33
5 Years Annualised11.79
10 Years Annualised12.13
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 EURMSCI Europe Growth 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 Global Fund - Jupiter European Growth Class L EUR Acc31/05/2020
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock98.670.0098.67
Bond0.000.000.00
Property0.000.000.00
Cash58.9857.651.33
Other0.000.000.00
Top 5 Regions%
Eurozone63.34
United Kingdom21.41
Europe - ex Euro15.25
United States0.00
Canada0.00
Top 5 Sectors%
Healthcare22.98
Financial Services16.63
Industrials14.60
Technology13.45
Communication Services12.98
Top 5 HoldingsSector%
RELX PLCCommunication ServicesCommunication Services6.89
Novo Nordisk A/S BHealthcareHealthcare6.76
Jupiter Global Fund - 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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