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Jupiter JGF New Europe

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

Managed by

Colin Croft

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.

Objective

To achieve long-term capital growth through investment primarily in Central and Eastern Europe, Russia, Turkey, Western European companies which, in the Investment Manager's opinion, significantly benefit from exposure to those countries listed herein and in addition investment in non European former member states of the USSR. the Fund may also invest in UCITS or other UCIs which are themselves dedicated to investments in the markets of the countries listed above.

Performance

Eastern Europe over : 31/10/2013 - 31/10/2014

Total Return

Quarterly Performance

to 31/10/2014 Annual Q1 Q2 Q3 Q4
2014 -14.6% -12.7% 7.2% -9.1% 0.4%
2013 -0.8% 6.3% -7.1% 0.8% -0.2%
2012 17.4% 15.1% -11.9% 8.0% 7.2%
2011 -29.1% 2.4% -5.4% -26.4% -0.5%
2010 26.0% 16.2% -13.0% 9.2% 14.2%
2009 74.3% -6.5% 19.7% 37.3% 13.4%
2008 -52.8% -14.1% 8.9% -30.6% -27.3%
2007 6.4% 6.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Finland
  4. France
  5. Germany
  6. Hong Kong
  7. Jersey
  8. Luxembourg
  9. Netherlands
  10. Portugal
  11. Singapore
  12. Sweden
  13. Switzerland
  14. United Kingdom

Fund Info

  • Launch date05/11/2007
  • Share Class size02Mn
  • Base currencyGBP
  • ISIN LU0300038451

Purchase Info

  • Min. initial investment1,000
  • Min. additional investment0

Charges

Related News

Jupiter's Shaftan sees Russian tide turning

Government stimulus, a more stable rouble and an oil price which surely cannot fall much further are all factors which lead Jupiter's Elena Shaftan to believe Russia is once again becoming an attractive market.

Jupiter to merge Shaftan funds

Jupiter is planning to merge two of head of Emerging European equity Elena Shaftan's emerging market funds in a bid to boost liquidity for investors.

Jupiter's Shaftan sees Russia taking short term hit from oil price and politics

With the oil price falling to $125 and Vladimir Putin publicly criticising coal and steel firm Mechel, some investors in Russian equities have become jittery but Jupiter manager Elena Shaftan believes Russia's long-term investment case remains intact.

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