Jupiter Global Emerging Markets Focus Fund I USD Acc

Register to Unlock Ratings
Morningstar Rating™(Relative to Category)31/10/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageBelow Average3 star
5-YearAbove AverageAbove Average4 star
10-YearAbove AverageAbove Average4 star
Overall*Above AverageAbove Average4 star
 
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • Jupiter Global Emerging Markets Focus Fund I USD Acc
  • Morningstar EM TME NR USD
%
Volatility Measurements31/10/2024
 
3-Yr Std Dev13.74 %
3-Yr Mean Return0.26 %
 
3-Yr Sharpe Ratio-0.23
 
Modern Portfolio Statistics31/10/202431/10/2024
 Standard IndexBest Fit Index
 Morningstar EM TME NR USD  MSCI AC Asia Ex JPN Small Cap NR USD
3-Yr Beta0.920.98
3-Yr Alpha-2.49-5.20
 
Advertisement
* This share class has performance data calculated prior to the inception date, 2013-12-10. This is based upon a simulated/extended track record, using the track record of Jupiter Global EMs Focus L USD Acc (ISIN: IE00B53SVZ72), and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.
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