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Jupiter Emerging European Opportunities

Ranked 8 out of 15 in - Eastern Europe over 12 months
All calculations are in GBP

Managed by

Colin Croft

Colin Croft joined Jupiter in August 2006 as an emerging Europe analyst, and has held the position of manager of the Jupiter New Europe SICAV since January 2015. Colin has an Executive MBA from the London Business School.


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


Eastern Europe over : 31/10/2014 - 31/10/2015

Total Return

Quarterly Performance

to 30/09/2015 Annual Q1 Q2 Q3 Q4
2015 6.8% -4.8% -7.8%
2014 -28.6% -12.8% 5.7% -8.7% -15.2%
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%

Month by Month Performance

Returns Vs Risk

Asset Allocation



Top 10 Holdings

Stock Size
Sberbank Rossii PAO PFD 8.84
NK Lukoil PAO DR 8.45
Gazprom PAO ORD 7.34
Magnit PAO ORD 4.92
Komercni Banka as ORD 4.90
Novatek OAO ORD 4.17
GMK Noril'skiy Nikel' PAO DR 4.11
Powszechna Kasa Oszczednosci Bank Polski SA ORD 3.46
Fondul Proprietatea SA DR 3.05
PhosAgro OAO DR 2.99

Registered For Sale In

  1. Spain
  2. Taiwan
  3. United Kingdom

Fund Info

  • Launch date16/09/2002
  • Share Class size85Mn
  • Base currencyGBP
  • ISIN GB0031862534

Purchase Info

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


  • Annual management1.50%
  • Initial investment5.5

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