Jupiter European Fund Class Z IncRegister to Unlock Ratings |
| Performance History | 31/07/2022 |
| Growth of 1,000 (GBP) | Advanced Graph |
 | Fund | -0.2 | 20.7 | 11.3 | 19.5 | -15.5 |
| +/-Cat | 11.5 | 1.5 | 1.9 | 4.0 | -3.6 |
| +/-B’mrk | 9.6 | 0.7 | 3.8 | 2.7 | -4.4 |
| Category: Europe ex-UK Equity | ||||||
| Category Benchmark: MSCI Europe Ex UK NR EUR | ||||||
| Key Stats | ||
| NAV 18/08/2022 | GBX 2839.96 | |
| Day Change | -0.08% | |
| Morningstar Category™ | Europe ex-UK Equity | |
| IA (formerly IMA) Sector | Europe Excluding UK | |
| ISIN | GB00BQXWPY34 | |
| Fund Size (Mil) 16/08/2022 | GBP 3622.17 | |
| Share Class Size (Mil) 17/08/2022 | GBP 122.42 | |
| Max Initial Charge | - | |
| Ongoing Charge 08/07/2022 | 0.89% | |
| Morningstar Research |
| Analyst Report |
Our conviction in the team setup on Jupiter European has grown. Coupled with the distinctive, high-quality focus to the approach, our overall conviction in the strategy has thus also increased. The Morningstar Analyst Rating on the I share class... |
| Click here to read this analyst report on the underlying fund. |
| Morningstar Pillars | |
|---|---|
| People | Above Average |
| Parent | Average |
| Process | Above Average |
| Performance | |
| Price | |
| Investment Objective: Jupiter European Fund Class Z Inc |
| To provide a return, net of fees, higher than that provided by the FTSE World Europe Ex UK Index over the long term (at least five years). At least 70% of the Fund is invested in shares of companies that are based in Europe (excluding the UK). Up to 30% of the Fund may be invested in other assets, including shares of companies based anywhere in the world and other closed or open-ended funds (including funds managed by Jupiter and its associates), as well as cash and near cash. |
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| Management | ||
Manager Name Start Date | ||
Mark Heslop 01/10/2019 | ||
Mark Nichols 01/10/2019 | ||
Inception Date 24/04/2015 | ||
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| Category Benchmark | |
| Fund Benchmark | Morningstar Benchmark |
| FTSE World Eur Ex UK TR GBP | MSCI Europe Ex UK NR EUR |
| Target Market | ||||||||||||||||||||
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| Portfolio Profile for Jupiter European Fund Class Z Inc | 30/06/2022 |
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| Top 5 Holdings | Sector | % |
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| Pernod Ricard SA |  Consumer Defensive | 5.16 |
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 Increase Decrease  New since last portfolio | ||
| Jupiter European Fund Class Z Inc | ||
