Jupiter European Inc

Ranked 5 out of 113 in - Europe Excluding UK over 36 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

The Fund objective is to grow the money invested in the Fund over the long term. The Fund will invest in the shares of companies listed on European Stock Exchanges. The Fund Manager is able to make their own investment decisions, is not constrained by any geographical or sector limits and is not guided by any particular benchmark.

Showing fund performance in United Kingdom View performance globally

Performance

Europe Excluding UK over : 31/05/2016 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 5.8%
2018 -1.1% -2.1% 11.6% 5.3% -14.0%
2017 26.8% 7.2% 9.2% 4.0% 4.2%
2016 4.4% -2.3% 2.9% 5.2% -1.3%
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 27.2% 4.7% 8.1% 8.4% 3.8%
1994 2.8% 1.7% -3.2% 3.6% 0.8%
1993 45.2% 11.3% 4.9% 11.8% 11.2%
1992 14.3% 4.3% -0.3% 4.8% 4.8%
1991 9.9% 10.0% 4.9% -0.4% -4.4%
1990 -18.4% 4.2% 8.1% -23.9% -4.8%
1989 45.4% 19.1% 15.0% 1.8% 4.3%
1988 27.2% 8.9% 8.0% -2.5% 10.9%
1987 -22.0%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Adidas AG ORD 8.70%
Novo Nordisk A/S ORD 7.88%
Wirecard AG ORD 7.80%
Relx PLC ORD 7.53%
Amadeus IT Group SA ORD 6.85%
Dassault Systemes SE ORD 4.80%
Deutsche Boerse AG ORD 4.73%
Bayer AG ORD 4.69%
Edenred SA ORD 4.27%
Grifols SA ORD 4.19%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date03/08/1987
  • Share Class size544Mn
  • Base currencyGBX
  • ISIN GB0006664683

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment0.00%

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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).