Jupiter Gold & Silver Fund L EUR Acc

Register to Unlock Ratings
Performance History29/02/2024
Growth of 1,000 (GBP) Advanced Graph
Jupiter Gold & Silver Fund L EUR Acc
Fund35.7-15.3-3.0-7.8-15.6
+/-Cat1.2-3.52.7-6.4-1.7
+/-B’mrk16.0-8.1-4.6-9.2-0.2
 
Key Stats
NAV
04/03/2024
 EUR 8.15
Day Change 3.05%
Morningstar Category™ Sector Equity Precious Metals
ISIN IE00BYVJR916
Fund Size (Mil)
04/03/2024
 USD 603.74
Share Class Size (Mil)
04/03/2024
 EUR 20.04
Max Initial Charge 5.00%
Ongoing Charge
01/06/2023
  1.72%
Investment Objective: Jupiter Gold & Silver Fund L EUR Acc
The investment objective of the fund is to seek to achieve a total return by investing predominantly in listed equities.
Returns
Trailing Returns (GBP)04/03/2024
YTD-12.08
3 Years Annualised-8.99
5 Years Annualised3.84
10 Years Annualised-
12 Month Yield 0.00
Management
Manager Name
Start Date
Ned Naylor-Leyland
08/03/2016
Joe Lunn
25/10/2019
Click here to see others
Inception Date
07/07/2016
Advertisement
Category Benchmark
Fund BenchmarkMorningstar Benchmark
50% Gold ,  50% FTSE Gold Mines NR USDMorningstar Gbl Gold NR USD
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNo
GrowthYes
IncomeNo
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  Jupiter Gold & Silver Fund L EUR Acc-
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Top 5 Regions%
No Data Available
Top 5 Sectors%
No Data Available
Top 5 HoldingsSector%
No Data Available
Jupiter Gold & Silver Fund L EUR Acc

Related

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)
© Copyright 2024 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Modern Slavery Statement        Cookie Settings        Disclosures