5 Top Rated Europe Investment Trusts

With European economic recovery lifting stock markets higher, we look at the closed-ended funds that gain the analysts' seal of approval

Emma Wall 30 October, 2013 | 3:47PM

1. Jupiter European Opportunities (JEO)

Rated Gold

We think Jupiter European Opportunities is a compelling choice for European equities, says Morningstar analyst Jackie Beard. 

Since the fund’s launch in 2000, it has returned more than 13% annualized (to 31 Aug), nearly 9 percentage points more than its average Morningstar Europe Flex-Cap Equity category peer. Not only that, the manager has achieved consistent outperformance in every year bar one, and that one was 2008 when gearing exacerbated the market falls.

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The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
BlackRock Greater Europe Ord448.00 GBX0.45
Fidelity European Values Ord265.00 GBX-1.49
Henderson European Focus Trust Ord1,230.00 GBX-1.60
Henderson EuroTrust Ord1,270.00 GBX0.79
Jupiter European Opportunities Ord690.00 GBX-1.43

About Author

Emma Wall  is former Senior International Editor for Morningstar

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