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 Income

Ranked 100 out of 128 in - Europe Excluding UK over 12 months
All calculations are in GBP unless stated

Managed by

Gregory Herbert

Objective

The fund's objective will be to produce a high and rising income by investing chiefly in high quality companies with operations or stock market listings in Europe.

Showing fund performance in United Kingdom View performance globally

Performance

Europe Excluding UK over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 6.5%
2018 -14.4% -3.3% 1.6% -0.1% -12.8%
2017 18.2% 7.3% 6.9% 2.9% 0.2%
2016 12.8% 0.2% -0.3% 8.6% 4.0%
2015 10.1% 11.4% -3.5% -2.8% 5.3%
2014 -2.6% 1.9% -1.2% -4.2% 1.0%
2013 25.4% 12.7% 2.4% 2.7% 5.8%
2012 16.6% 8.6% -5.0% 8.2% 4.4%
2011 -12.3% 3.9% 0.2% -20.1% 5.4%
2010 2.4% 2.7% -13.8% 8.6% 6.5%
2009 12.5% -13.5% 4.0% 22.7% 1.9%
2008 -14.3% -5.8% -5.8% -9.9% 7.2%
2007 -0.3% 0.9%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/12/2018

Top 10 Holdings

Stock Size
Vinci SA ORD 3.94%
Roche Holding AG Par 3.81%
Deutsche Boerse AG ORD 3.52%
Allianz SE ORD 3.28%
Unilever NV DR 3.24%
Telenor ASA ORD 3.22%
GBP Cash 3.21%
SAP SE ORD 2.90%
Novo Nordisk A/S ORD 2.87%
Nokia Oyj ORD 2.79%
31/12/2018

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date08/05/2007
  • Share Class size06Mn
  • Base currencyGBX
  • ISIN GB00B1VV2H94

Purchase Info

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

Charges

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

Related News

Jupiter AM hands A-rated manager ailing equity fund

Citywire A-rated Ben Whitmore and Dermot Murphy has been put in charge of the firm's JGF Global Equities fund.

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