Jupiter European Growth Class D GBP Acc

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Performance History31/05/2024
Growth of 1,000 (GBP) Advanced Graph
Jupiter European Growth Class D GBP Acc
Fund11.018.0-18.716.03.5
+/-Cat-3.61.2-2.72.5-2.4
+/-B’mrk---2.5-5.5
 
Key Stats
NAV
21/06/2024
 GBP 26.59
Day Change -0.41%
Morningstar Category™ Europe Large-Cap Growth Equity
IA (formerly IMA) Sector Europe Including UK
ISIN LU0946223368
Fund Size (Mil)
21/06/2024
 EUR 799.19
Share Class Size (Mil)
21/06/2024
 GBP 8.09
Max Initial Charge 5.00%
Ongoing Charge
30/09/2023
  0.20%
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 D GBP Acc
To achieve long term capital growth by exploiting special investment opportunities in Europe.
Returns
Trailing Returns (GBP)21/06/2024
YTD3.34
3 Years Annualised2.53
5 Years Annualised5.63
10 Years Annualised9.78
12 Month Yield 0.00
Management
Manager Name
Start Date
Mark Heslop
01/10/2019
Mark Nichols
01/10/2019
Inception Date
27/01/2014
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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 D GBP Acc30/04/2024
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock98.700.0098.70
Bond0.000.000.00
Property0.000.000.00
Cash19.6218.321.30
Other0.000.000.00
Top 5 Regions%
Eurozone58.79
Europe - ex Euro23.72
United Kingdom17.50
United States0.00
Canada0.00
Top 5 Sectors%
Industrials33.93
Technology14.73
Financial Services12.01
Healthcare11.42
Consumer Cyclical10.51
Top 5 HoldingsSector%
Novo Nordisk A/S Class BHealthcareHealthcare6.83
RELX PLCIndustrialsIndustrials6.62
ASML Holding NVTechnologyTechnology5.75
Wolters Kluwer NVIndustrialsIndustrials4.72
Lvmh Moet Hennessy Louis Vuitton SEConsumer CyclicalConsumer Cyclical4.66
Jupiter European Growth Class D GBP Acc

Related

* This share class has performance data calculated prior to the inception date, 2014-01-27. This is based upon a simulated/extended track record, using the track record of Jupiter European Growth L EUR Acc (ISIN: LU0260085492), 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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