Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Jupiter European Inc

Ranked 9 out of 127 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

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 : 31/03/2018 - 31/03/2019

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

31/12/2018

Top 10 Holdings

Stock Size
Wirecard AG ORD 8.73%
Adidas AG ORD 8.17%
Novo Nordisk A/S ORD 7.77%
Amadeus IT Group SA ORD 7.75%
Relx PLC ORD 7.37%
Deutsche Boerse AG ORD 4.72%
Dassault Systemes SE ORD 4.62%
Grifols SA ORD 4.62%
Bayer AG ORD 4.27%
Mowi ASA ORD 3.77%
31/12/2018

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date03/08/1987
  • Share Class size525Mn
  • Base currencyGBX
  • ISIN GB0006664683

Purchase Info

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

Charges

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

Related News

Why Jupiter bet £8bn on an unheralded equity manager

Last week’s news that Alexander Darwall is to hand over almost 20% of Jupiter's assets to a little-known manager is a real headturner.

Jupiter hires Columbia Threadneedle star to replace Darwall on £7.7bn fund duo

Columbia Threadneedle's Mark Nichols takes over multi-billion funds, allowing Darwall to concentrate on duties at Jupiter European Opportunities Trust

Star fund managers are tough acts to follow, says research

Willis Owen's analysis of 15 investment funds shows drop in performance once star managers departed

Terry Smith takes fight to rivals over charges and defends Facebook buy

Terry Smith outlines all-in cost of investing in Fundsmith Equity versus that of rivals, tackling claims his fund is expensive.

Woodford survives Hargreaves Lansdown Wealth 150 cull

The fund buy list has been slashed to around 60 funds, with Neil Woodford's two funds making the final cut, despite a period of poor performance

MPS spotlight: How Tilney builds its portfolios

The firm’s asset allocation decisions are based on goals, rather than underweight or overweight positions, says Porcheron.

Jupiter's Darwall: strong City is key to Brexit success

Star European fund manager and Brexit backer says City's strength should give UK government confidence as it negotiates EU exit.

Six investment themes to look out for in 2018

Global stock markets performed remarkably well in 2017 but are unlikely to be so kind this year, say fund managers.

Profile: Attivo's CIO on running an investment business at just 28

Charlotte Watson is not quite the youngest person to ever appear on the cover of Wealth Manager but the 31-year-old can claim the greatest seniority for such relatively tender years.

Jupiter European

...more...

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