Jupiter European Fund Class Z AccRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 11.3 | 19.5 | -16.9 | 18.1 | 1.7 |
![]() | +/-Cat | 1.9 | 4.0 | -8.2 | 4.6 | -3.9 |
![]() | +/-B’mrk | 3.4 | 2.2 | -9.5 | 3.1 | -4.8 |
Category: Europe ex-UK Equity | ||||||
Category Benchmark: Morningstar DM Eur xUK TME ... |
Key Stats | ||
NAV 14/08/2024 | GBX 3528.12 | |
Day Change | 1.91% | |
Morningstar Category™ | Europe ex-UK Equity | |
IA (formerly IMA) Sector | Europe Excluding UK | |
ISIN | GB00BQXWPZ41 | |
Fund Size (Mil) 17/07/2024 | GBP 2967.92 | |
Share Class Size (Mil) 13/08/2024 | GBP 41.46 | |
Max Initial Charge | - | |
Ongoing Charge 16/02/2024 | 0.89% |
Morningstar Research |
Analyst Report | 04/06/2024 Michael Born, Analyst Morningstar, Inc |
Our conviction in the team setup on Jupiter European has grown. Coupled with the distinctive, high-quality focus to the approach, our overall conviction in the strategy has thus also increased. The Morningstar Analyst Rating on the I share class... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 23 |
Process | 24 |
Performance | |
Price |
Investment Objective: Jupiter European Fund Class Z Acc |
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). At least 70% of the Fund is invested in shares of companies that are based in Europe (excluding the UK). Up to 30% of the Fund may be invested in other assets, including shares of companies based anywhere in the world and other closed or open-ended funds (including funds managed by Jupiter and its associates), as well as cash and near cash. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Mark Heslop 01/10/2019 | ||
Mark Nichols 01/10/2019 | ||
Inception Date 24/04/2015 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
FTSE World Eur Ex UK TR GBP | Morningstar DM Eur xUK TME NR EUR |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Jupiter European Fund Class Z Acc | 30/06/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 8.07 |
![]() | ![]() | 7.42 |
![]() | ![]() | 6.92 |
![]() | ![]() | 5.27 |
![]() | ![]() | 4.04 |
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Jupiter European Fund Class Z Acc |