Jupiter Global Equity Growth Unconstrained Class D USD AccRegister to Unlock Ratings |
Performance History | 31/08/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | - | -25.0 | 23.7 | 13.0 | |
+/-Cat | - | - | 3.2 | -7.8 | 5.7 | |
+/-B’mrk | - | - | -0.9 | -21.8 | -6.5 | |
Category: Sector Equity Technology | ||||||
Category Benchmark: Morningstar Gbl Tech TME NR... |
Key Stats | ||
NAV 17/09/2024 | USD 110.98 | |
Day Change | 0.61% | |
Morningstar Category™ | Sector Equity Technology | |
ISIN | LU2223789079 | |
Fund Size (Mil) 17/09/2024 | USD 151.59 | |
Share Class Size (Mil) 17/09/2024 | USD 1.07 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 30/09/2023 | 0.20% |
Investment Objective: Jupiter Global Equity Growth Unconstrained Class D USD Acc |
To achieve long term capital growth through investment in equity and equity related securities of innovative companies based anywhere in the world. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Brinton Johns 29/04/2021 | ||
Brad Slingerland 29/04/2021 | ||
Inception Date 29/04/2021 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Morningstar Global TME GR USD | Morningstar Gbl Tech TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Jupiter Global Equity Growth Unconstrained Class D USD Acc | 31/05/2024 |
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Top 5 Holdings | Sector | % |
Progressive Corp | Financial Services | 3.97 |
Alphabet Inc Class C | Communication Services | 3.86 |
Microsoft Corp | Technology | 3.84 |
Linde PLC | Basic Materials | 3.73 |
Danaher Corp | Healthcare | 3.62 |
Increase Decrease New since last portfolio | ||
Jupiter Global Equity Growth Unconstrained Class D USD Acc |