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Jupiter European

Ranked 44 out of 108 in - Europe Excluding UK over 12 months
All calculations are in GBP

Managed by

Alexander Darwall

Alexander Darwall adopts a bottom-up investment approach and has over 20 years' experience in the investment industry. Born in June 1963, Darwall studied history at Cambridge University. He started out as an analyst with Zoete & Bevan (BZW) and in 1987 moved to Paris to front the French equity research division at Swedish group Enskilda Securities. In 1992 he joined Goldman Sachs as a French equity analyst before Jupiter snapped him up in 1995. Darwall was initially responsible for the equity portions of a number of segregated pension accounts for Jupiter. In 1999 he was given control of the Jupiter European investment trust and subsequently the roll-over vehicle, the Jupiter European Opportunities Trust, which was launched in November 2000. In January 2001 Darwall was appointed fund manager for the Jupiter European fund.

Objective

To invest in companies quoted on a European Stock Exchange. The Manager has the power to use derivatives but it is intended that these will only be used for efficient portfolio management and not for investment purposes.

Performance

Europe Excluding UK over : 30/09/2013 - 30/09/2014

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 -0.4% 2.7% -1.9% -1.2%
2013 24.8% 15.6% 0.2% 2.2% 5.5%
2012 23.2% 11.8% -2.1% 8.5% 3.7%
2011 -12.8% 4.9% -1.1% -19.1% 3.8%
2010 26.4% 9.4% -8.0% 15.4% 8.8%
2009 31.3% -5.7% 8.2% 24.1% 3.7%
2008 -19.7% 0.0% -4.6% -13.0% -3.3%
2007 14.1% 4.5% 6.7% 4.1% -1.7%
2006 16.0% 11.1% -6.1% 4.1% 6.9%
2005 23.1% 4.8% 3.3% 8.3% 5.0%
2004 18.1% 1.0% 9.6% -0.1% 6.8%
2003 27.5% -7.3% 19.5% 6.5% 8.1%
2002 -15.1% 6.1% -4.2% -20.4% 4.9%
2001 -16.9% -8.5% 0.1% -13.9% 5.4%
2000 7.4% 14.5% 1.9% -4.8% -3.3%
1999 32.7% 2.4% 6.0% -1.7% 24.4%
1998 20.6% 20.0% 6.4% -19.5% 17.5%
1997 21.2% 10.7% 3.6% 7.2% -1.4%
1996 43.4% 24.2% 12.0% 0.4% 2.6%
1995 6.8% 2.9% 3.8%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/07/2014

Top 10 Holdings

Stock Size
Novo Nordisk A/S ORD 7.62
Novozymes A/S ORD 7.54
Reed Elsevier NV ORD 7.20
Wirecard AG ORD 5.83
Fresenius SE & Co KGaA ORD 5.77
Syngenta AG ORD 5.23
Compagnie Industrielle et Financiere d'Ingenierie Ingenico SA ORD 5.06
Bayer AG ORD 4.66
Amadeus IT Holding SA ORD 4.65
DNB ASA ORD 4.25
31/07/2014

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date03/08/1987
  • Share Class size2,422Mn
  • Base currencyGBP
  • ISIN GB0006664683

Purchase Info

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

Charges

  • Annual management1.5%
  • Initial investment5

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