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Jupiter Emerging European Opportunities

Ranked 11 out of 14 in - Eastern Europe over 12 months
All calculations are in GBP

Managed by

Kathryn Langridge

Kathryn Langridge raised a few eyebrows when she became the first woman from a British university to be taken on by Hong Kong group Jardine Matheson in 1980. Langridge repaid the vote of confidence by achieving good performance for the institutional pension schemes under her control. In 1990 she moved to Invesco Perpetual, where she was head of international equity products. In 2007 She joined Lloyd George, and now works at Jupiter, having joined in 2010. Born in 1958, Langridge graduated from Cambridge with a degree in English Literature. She cites former colleague Neil Woodford and value guru Sir John Templeton as the fund managers she most respects.

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 : 31/08/2013 - 31/08/2014

Total Return

Quarterly Performance

to 29/08/2014 Annual Q1 Q2 Q3 Q4
2014 -11.5% -12.8% 5.7% -4.1%
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

30/06/2014

Top 10 Holdings

Stock Size
NK Lukoil OAO DR 9.64
Gazprom OAO ORD 8.83
Sberbank Rossii OAO ORD 8.81
Magnit OAO ORD 5.86
Turkiye Is Bankasi AS ORD 4.64
Powszechna Kasa Oszczednosci Bank Polski SA ORD 3.65
Novatek OAO DR 3.14
Aktsionernaya Finansovaya Korporatsiya Sistema OAO DR 3.03
NK Rosneft' OAO DR 3.00
Mondi PLC ORD 2.97
30/06/2014

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).