Jupiter European Special Situations

Ranked 104 out of 113 in - Europe Excluding UK over 36 months
All calculations are in GBP unless stated

Managed by

Cedric de Fonclare

Cédric de Fonclare manages the Jupiter European Opportunities SICAV, the CCR Centrale Croissance Europe and institutional assets. He has a degree in International Business Administration from the Sorbonne.

Objective

The objective is to achieve long-term capital growth by exploiting special situations principally in Europe. The Fund's investment policy is to attain the objective by investing principally in European equities, in investments considered by the manager to be undervalued.

Showing fund performance in United Kingdom View performance globally

Performance

Europe Excluding UK over : 30/04/2016 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.1%
2018 -15.6% -4.4% 3.1% -1.1% -13.4%
2017 15.3% 7.6% 5.9% 1.1% 0.1%
2016 12.1% 0.4% -0.2% 8.5% 3.1%
2015 9.4% 10.1% -3.0% -3.9% 6.6%
2014 -1.6% 1.4% -1.6% -3.4% 2.2%
2013 27.4% 13.2% 1.7% 4.2% 6.3%
2012 17.1% 10.6% -7.3% 7.5% 6.2%
2011 -13.2% 3.6% 3.3% -22.1% 4.2%
2010 12.0% 6.2% -13.0% 10.6% 9.6%
2009 18.8% -10.0% 5.3% 23.6% 1.4%
2008 -17.5% -7.0% -0.8% -12.2% 1.8%
2007 11.8% 5.4% 1.9% 1.5% 2.6%
2006 28.8% 19.0% -4.3% 4.2% 8.5%
2005 25.1% 3.9% 4.5% 12.6% 2.4%
2004 26.2% 0.3% 6.9% 5.0% 12.0%
2003 29.6% -6.5% 17.6% 4.7% 12.6%
2002 -19.7% 4.3% -4.5% -23.6% 5.5%
2001 -14.1% -8.5% 1.6% -16.2% 10.2%
2000 32.9% 35.4% 1.3% 0.0% -3.1%
1999 11.5% 5.9% 32.6%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/12/2018

Top 10 Holdings

Stock Size
GBP Cash 3.58%
SAP SE ORD 3.30%
Nokia Oyj ORD 3.23%
LVMH Moet Hennessy Louis Vuitton SE ORD 3.04%
Thales SA ORD 3.02%
Relx PLC ORD 3.00%
Novo Nordisk A/S ORD 2.95%
Siemens Healthineers AG ORD 2.83%
Essity AB (publ) ORD 2.81%
Vinci SA ORD 2.81%
31/12/2018

Registered For Sale In

  1. Spain
  2. Taiwan
  3. United Kingdom

Fund Info

  • Launch date01/03/1999
  • Share Class size170Mn
  • Base currencyGBX
  • ISIN GB0004911540

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).