Jupiter European Fund J IncRegister to Unlock Ratings |
Performance History | 31/10/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 10.5 | 18.8 | -17.3 | 17.7 | -4.8 | |
+/-Cat | 1.2 | 3.4 | -8.6 | 4.2 | -7.4 | |
+/-B’mrk | 2.6 | 1.6 | -9.9 | 2.7 | -9.3 | |
Category: Europe ex-UK Equity | ||||||
Category Benchmark: Morningstar DM Eur xUK TME ... |
Key Stats | ||
NAV 21/11/2024 | GBP 29.43 | |
Day Change | -1.03% | |
Morningstar Category™ | Europe ex-UK Equity | |
IA (formerly IMA) Sector | Europe Excluding UK | |
ISIN | GB00BJJQ4N20 | |
Fund Size (Mil) 31/10/2024 | GBP 2621.49 | |
Share Class Size (Mil) 21/11/2024 | GBP 29.84 | |
Max Initial Charge | - | |
Ongoing Charge 16/02/2024 | 1.34% |
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 | |
---|---|
People | 24 |
Parent | 23 |
Process | 24 |
Performance | |
Price |
Investment Objective: Jupiter European Fund J 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). 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 | ||||||||||||||||
|
Management | ||
Manager Name Start Date | ||
Mark Heslop 01/10/2019 | ||
Mark Nichols 01/10/2019 | ||
Inception Date 29/05/2020 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
FTSE World Eur Ex UK TR GBP | Morningstar DM Eur xUK TME NR EUR |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for Jupiter European Fund J Inc | 30/09/2024 |
|
|
Top 5 Holdings | Sector | % |
RELX PLC | Industrials | 7.24 |
Novo Nordisk AS Class B | Healthcare | 6.39 |
ASML Holding NV | Technology | 5.78 |
Wolters Kluwer NV | Industrials | 5.20 |
Amadeus IT Group SA | Technology | 4.47 |
Increase Decrease New since last portfolio | ||
Jupiter European Fund J Inc |