Jupiter Gl EM Equity Unconstrnd L USD Acc

Ranked 287 out of 296 in - Global Emerging Markets over 12 months
All calculations are in GBP unless stated

Managed by

Ross Teverson

Ross Teverson joined Jupiter in 2014 as Head of Strategy, Emerging Markets Equities. He manages the Jupiter Global Emerging Markets Unconstrained SICAV, the Jupiter China Select SICAV. Prior to joining Jupiter, Ross worked for 15 years at Standard Life Investments, where he managed a global emerging markets equity Fund. Ross spent 7 years in Standard Life Investment’s Hong Kong office, where he managed an Asian equity fund, and was a director of the business. He was also appointed director of Heng An Standard Life, a Chinese life insurance joint venture between Standard Life and Tianjin Economic-Technological Development Area. Ross is a graduate of Oxford University and is a member of the Chartered Financial Analyst Institute.

Objective

To achieve long term capital growth through investment in equity and equity-related securities of companies exposed directly or indirectly to emerging market economies worldwide.

Showing fund performance in United Kingdom View performance globally

Performance

Global Emerging Markets over : 31/05/2018 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 9.7%
2018 -22.6% -5.9% -4.0% -10.2% -4.7%
2017 21.4% 9.6% 2.2% 5.8% 2.5%
2016 32.4% 3.3% 11.8% 15.9% -1.1%
2015 -6.9% -15.2% 10.4%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Samsung Electronics Co Ltd PFD 4.33%
SK Hynix Inc ORD 4.05%
LG Chem Ltd PFD 3.29%
Guaranty Trust Bank PLC ORD 3.19%
Bumi Serpong Damai Tbk PT ORD 3.05%
KCB Group Plc ORD 2.95%
Corporacion Inmobiliaria Vesta SAB de CV ORD 2.93%
3SBio Inc ORD 2.89%
China Unicom Hong Kong Ltd ORD 2.81%
Ginko International Co Ltd ORD 2.64%
28/02/2019

Registered For Sale In

  1. Austria
  2. Belgium
  3. Finland
  4. France
  5. Germany
  6. Hong Kong
  7. Ireland
  8. Italy
  9. Luxembourg
  10. Macau
  11. Netherlands
  12. Portugal
  13. Spain
  14. Switzerland
  15. United Kingdom

Fund Info

  • Launch date09/03/2015
  • Share Class size13Mn
  • Base currencyUSD
  • ISIN LU1148012757

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment50

Charges

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