Welcome to the new morningstar.co.uk! Learn more about the changes and how our new features help your investing success.

Jupiter Global Fund - Jupiter European Growth Class I EUR Acc

Performance History30/09/2019
Growth of 1,000 (GBP) Advanced Graph
Jupiter Global Fund - Jupiter European Growth Class I EUR Acc
Fund24.24.125.7-2.821.8
+/-Cat13.6-8.58.87.51.8
+/-B’mrk14.2-9.28.95.7-1.7
 
Key Stats
NAV
18/10/2019
 EUR 49.54
Day Change -0.47%
Morningstar Category™ Europe Large-Cap Growth Equity
ISIN LU0260086037
Fund Size (Mil)
18/10/2019
 EUR 2158.98
Share Class Size (Mil)
18/10/2019
 EUR 1269.89
Max Initial Charge 5.00%
Ongoing Charge
06/02/2019
  0.91%
Morningstar Research
Analyst Report

Jupiter has announced that Alexander Darwall will step away from the management of this strategy later in 2019. Following a transition period, Mark Nichols will assume the role as sole manager. Nichols was comanager of Threadneedle European...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
PeopleNeutral
ParentPositive
ProcessNeutral
PerformanceNeutral
PriceNeutral
Investment Objective: Jupiter Global Fund - Jupiter European Growth Class I 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)18/10/2019
YTD16.92
3 Years Annualised11.73
5 Years Annualised15.77
10 Years Annualised12.72
12 Month Yield 0.00
Management
Manager Name
Start Date
Alexander Darwall
02/04/2007
Inception Date
14/03/2005
Advertisement
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 I EUR Acc30/06/2019
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock93.940.0093.94
Bond0.000.000.00
Property0.000.000.00
Cash19.3513.286.06
Other0.000.000.00
Top 5 Regions%
Eurozone57.94
United Kingdom28.61
Europe - ex Euro13.45
United States0.00
Canada0.00
Top 5 Sectors%
Financial Services26.70
Healthcare22.71
Technology21.81
Consumer Cyclical19.27
Industrials5.60
Top 5 HoldingsSector%
Novo Nordisk A/S BHealthcareHealthcare8.27
Wirecard AGTechnologyTechnology8.24
RELX PLCConsumer CyclicalConsumer Cyclical7.68
Deutsche Boerse AGFinancial ServicesFinancial Services7.46
Carnival PLCConsumer CyclicalConsumer Cyclical5.05
Jupiter Global Fund - Jupiter European Growth Class I EUR Acc
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)

Audience Confirmation


By clicking 'accept' I acknowledge that this website uses cookies and other technologies to tailor my experience and understand how I and other visitors use our site. See 'Cookie Consent' for more detail.

  • Other Morningstar Websites