Jupiter European Inc

Performance History31/03/2020
Growth of 1,000 (GBP) Advanced Graph
Jupiter European Inc
Fund4.426.8-1.119.7-10.0
+/-Cat-11.99.810.70.4-
+/-B’mrk-14.210.98.8-0.37.5
 
Key Stats
NAV
03/04/2020
 GBX 2183.97
Day Change -0.63%
Morningstar Category™ Europe ex-UK Equity
IA (formerly IMA) Sector Europe Excluding UK
ISIN GB0006664683
Fund Size (Mil)
28/02/2020
 GBP 4510.89
Share Class Size (Mil)
28/02/2020
 GBP 465.93
Max Initial Charge -
Ongoing Charge
07/02/2020
  1.77%
*  This rating and report were issued for a different share class of this fund. The performance and fee structure of this class may vary from that referenced.
Morningstar Research
Analyst Report

Jupiter has announced that Alexander Darwall will step away from the management of this strategy later in 2019. Following a transition period, Mark Nichols will assume the role as sole manager. Nichols was comanager of Threadneedle European...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
PeopleNeutral
ParentPositive
ProcessNeutral
PerformanceNeutral
PriceNegative
Investment Objective: Jupiter European 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).
Returns
Trailing Returns (GBP)03/04/2020
YTD-13.21
3 Years Annualised6.63
5 Years Annualised7.93
10 Years Annualised10.32
12 Month Yield 0.00
Dividend Paying Frequency Annually
Management
Manager Name
Start Date
Mark Heslop
01/10/2019
Mark Nichols
01/10/2019
Inception Date
31/07/1987
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
FTSE World Eur Ex UK TR GBPMSCI Europe Ex UK 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 Inc29/02/2020
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock99.180.0099.18
Bond0.000.000.00
Property0.000.000.00
Cash1.700.880.82
Other0.000.000.00
Top 5 Regions%
Eurozone66.86
Europe - ex Euro19.41
United Kingdom8.90
United States4.82
Canada0.00
Top 5 Sectors%
Healthcare22.38
Financial Services16.98
Industrials13.94
Communication Services12.73
Technology12.42
Top 5 HoldingsSector%
RELX PLCCommunication ServicesCommunication Services7.06
Amadeus IT Group SA ATechnologyTechnology6.61
Novo Nordisk A/S BHealthcareHealthcare6.58
adidas AGConsumer CyclicalConsumer Cyclical5.95
Dassault Systemes SETechnologyTechnology5.71
Jupiter European Inc

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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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