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Jupiter European Inc

Ranked 2 out of 132 in - Europe Excluding UK over 12 months
All calculations are in EUR 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

To invest in companies quoted on a European Stock Exchange. The Manager has the power to use derivatives but it is intended that these will only be used for efficient portfolio management and not for investment purposes.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Europe Excluding UK over : 30/09/2017 - 30/09/2018
  • Rank 2/132 Total Return
  • Rank 128/132 Standard Deviation
  • Rank 27/132 Max Drawdown
Fund Name Currency Return
1 Jupiter JGF European Feeder Z Acc EUR EUR

20.1%

2 Jupiter European Inc EUR

18.5%

3 Comgest Growth Europe ex UK GBP I H Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

17.0%

4 LF Miton European Opportunities B Acc EUR

15.7%

5 Scottish Widows European Select Growth A Acc EUR

13.6%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -0.9% 10.6% 4.6%
2017 21.9% 6.9% 6.4% 3.6% 3.4%
2016 -9.9% -9.2% -1.8% 1.0% 0.0%
2015 28.4% 20.6% -0.4% -1.9% 9.0%
2014 12.7% 3.4% 1.3% 1.6% 6.0%
2013 21.7% 10.8% -1.1% 4.7% 6.0%
2012 26.9% 12.1% 0.9% 10.2% 1.9%
2011 -10.5% 1.6% -3.0% -15.2% 7.1%
2010 31.0% 9.0% 0.3% 9.0% 10.0%
2009 42.9% -1.5% 17.6% 15.6% 6.7%
2008 -39.0% -7.8% -3.9% -12.6% -21.2%
2007 4.7% 3.8% 7.6% 0.4% -6.6%
2006 18.3% 9.4% -5.3% 6.1% 7.6%
2005 26.9% 7.8% 5.2% 7.3% 4.2%
2004 17.6% 6.4% 9.2% -2.3% 3.6%
2003 17.9% -12.5% 18.6% 5.8% 7.5%
2002 -20.4% 6.0% -9.4% -17.9% 1.1%
2001 -14.6% -7.5% 3.4% -16.3% 6.7%
2000 6.3% 18.7% -3.5% 1.0% -8.2%
1999 50.6% 8.1% 8.3% -0.5% 29.3%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/06/2018

Top 10 Holdings

Stock Size
Wirecard AG ORD 9.39%
Amadeus IT Group SA ORD 7.54%
Novo Nordisk A/S ORD 6.77%
Relx NV ORD 6.77%
Adidas AG ORD 6.18%
Dassault Systemes SE ORD 4.89%
Deutsche Boerse AG ORD 4.77%
Grifols SA ORD 4.77%
Ryanair Holdings PLC ORD 4.58%
Biomerieux SA ORD 4.17%
30/06/2018

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date03/08/1987
  • Share Class size627Mn
  • Base currencyGBX
  • ISIN GB0006664683

Purchase Info

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

Charges

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

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