Jupiter European Special Situations Fund Class Z GBP Income

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Morningstar Rating™(Relative to Category)30/09/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearLowAbove Average1 star
5-YearLowAverage1 star
10-Year--Not Rated
OverallLowAverage1 star
 
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1 Year Daily Volatility Chart (annualised)
  • Jupiter European Special Situations Fund Class Z GBP Income
  • Morningstar DM Eur xUK TME NR EUR
%
Volatility Measurements30/09/2024
 
3-Yr Std Dev16.25 %
3-Yr Mean Return-0.51 %
 
3-Yr Sharpe Ratio-0.23
 
Modern Portfolio Statistics30/09/202430/09/2024
 Standard IndexBest Fit Index
 Morningstar DM Eur xUK TME NR EUR  MSCI Europe Growth NR EUR
3-Yr Beta1.131.08
3-Yr Alpha-7.90-5.43
 
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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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