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 | |
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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. |
Returns | ||||||||||||||||
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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 | % |
![]() | ![]() | 7.63 |
![]() | ![]() | 7.52 |
![]() | ![]() | 5.39 |
![]() | ![]() | 5.32 |
![]() | ![]() | 5.16 |
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Jupiter European Fund Class Z Inc |