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Jupiter European

Ranked 4 out of 122 in - Europe Excluding UK over 12 months
All calculations are in GBP unless stated

Managed by

Alexander Darwall

Alexander Darwall joined Jupiter in 1995 and heads up the Jupiter European Growth Team. Alexander manages the Jupiter European Growth SICAV as well as institutional assets. He originally joined Jupiter to run the European portion of a number of segregated pension fund accounts, subsequently taking responsibility for other accounts, including Local Council pension funds (European portion). Alexander trained as an investment analyst with de Zoete & Bevan (BZW) before moving to Enskilda Securities in Paris in 1987, where he became head of French equity research. He joined Goldman Sachs in London in 1992, where he worked as a French equity analyst prior to moving to Jupiter. He holds a degree in History from Cambridge University.

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.

Showing fund performance in United Kingdom View performance globally

Performance

Europe Excluding UK over : 31/12/2014 - 31/12/2015

Total Return

Quarterly Performance

to 31/12/2015 Annual Q1 Q2 Q3 Q4
2015 22.0% 12.4% -2.4% 2.0% 9.0%
2014 5.1% 2.7% -1.9% -1.2% 5.6%
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 3.8%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/09/2015

Top 10 Holdings

Stock Size
Novo Nordisk A/S ORD 7.61
Relx NV ORD 6.96
Wirecard AG ORD 6.58
Fresenius SE & Co KGaA ORD 6.31
Syngenta AG ORD 5.91
Novozymes A/S ORD 5.74
Amadeus IT Holding SA ORD 5.02
Luxottica Group SpA ORD 4.79
Bayer AG ORD 4.74
Deutsche Boerse AG ORD 4.72
30/09/2015

Registered For Sale In

  1. Spain
  2. United Kingdom

Fund Info

  • Launch date03/08/1987
  • Share Class size3,399Mn
  • Base currencyGBP
  • ISIN GB0006664683

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment5

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