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

Jupiter European I Acc

Morningstar Rating™(Relative to Category)30/11/2019
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighAbove Average5 star
5-YearHighAbove Average5 star
10-Year*HighBelow Average5 star
Overall*HighAverage5 star
 
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • Jupiter European I Acc
  • MSCI Europe Ex UK NR EUR
%
Volatility Measurements30/11/2019
 
3-Yr Std Dev11.84 %
3-Yr Mean Return17.29 %
 
3-Yr Sharpe Ratio1.31
 
Modern Portfolio Statistics30/11/201930/11/2019
 Standard IndexBest Fit Index
 MSCI Europe Ex UK NR EUR  MSCI Switzerland Small Cap NR CHF
3-Yr Beta0.830.75
3-Yr Alpha7.768.98
 
Advertisement
* 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)

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