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Jupiter Emerging European Opportunities

Ranked 14 out of 14 in - Eastern Europe over 12 months
All calculations are in GBP

Managed by

Colin Croft

Objective

The objective of the Fund is to obtain long-term capital growth through investment primarily in Central and Eastern Europe.

Performance

Eastern Europe over : 31/07/2013 - 31/07/2014

Total Return

Quarterly Performance

to 31/07/2014 Annual Q1 Q2 Q3 Q4
2014 -11.4% -12.8% 5.7% -3.9%
2013 -3.6% 5.2% -8.4% 0.9% -0.8%
2012 16.5% 14.8% -10.5% 5.4% 7.6%
2011 -31.2% 0.2% -6.9% -25.6% -0.9%
2010 18.5% 14.3% -13.4% 9.5% 9.3%
2009 63.9% -6.0% 17.6% 33.7% 10.9%
2008 -56.2% -14.2% 9.3% -30.4% -32.9%
2007 29.1% 3.8% 5.0% 6.6% 11.2%
2006 29.5% 12.9% -3.5% 2.5% 15.9%
2005 58.9% 7.5% 6.7% 32.6% 4.5%
2004 45.1% 24.5% -3.5% 9.6% 10.2%
2003 44.8% 0.4% 21.0% 15.4% 3.3%
2002 10.0% 10.0%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/04/2014

Top 10 Holdings

Stock Size
NK Lukoil OAO DR 9.33
Sberbank Rossii OAO ORD 8.62
Gazprom OAO ORD 7.91
Turkiye Is Bankasi AS ORD 5.87
Magnit OAO ORD 5.67
Mondi PLC ORD 4.40
Powszechna Kasa Oszczednosci Bank Polski SA ORD 3.96
Powszechny Zaklad Ubezpieczen SA ORD 3.18
Turkiye Garanti Bankasi AS ORD 2.73
Novatek OAO DR 2.67
31/05/2014

Registered For Sale In

  1. Taiwan
  2. United Kingdom

Fund Info

  • Launch date16/09/2002
  • Share Class size165Mn
  • Base currencyGBP
  • ISIN GB0031862534

Purchase Info

  • Min. initial investment50,000
  • Min. additional investment5,000

Charges

  • Annual management1.5%
  • Initial investment5.5

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...more...

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in GBP).