Jupiter European I Acc

Morningstar Rating™(Relative to Category)30/06/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighBelow Average5 star
5-YearHighBelow Average5 star
10-Year*HighBelow Average5 star
Overall*HighBelow Average5 star
 
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1 Year Daily Volatility Chart (annualised)
  • Jupiter European I Acc
  • MSCI Europe Ex UK NR EUR
%
Volatility Measurements31/07/2020
 
3-Yr Std Dev13.49 %
3-Yr Mean Return11.14 %
 
3-Yr Sharpe Ratio0.74
 
Modern Portfolio Statistics31/07/202031/07/2020
 Standard IndexBest Fit Index
 MSCI Europe Ex UK NR EUR  MSCI Switzerland Small Cap NR CHF
3-Yr Beta0.820.80
3-Yr Alpha8.348.04
 
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* This share class has performance data calculated prior to the inception date, 2011-09-19. This is based upon a simulated/extended track record, using the track record of Jupiter European (ISIN: GB0006664683), and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.
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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