FairHorizon Red
R34-A

Jupiter Global Fund - Jupiter European Select

Europe large cap-biased equities. Active bottom-up strategy with concentrated portfolio.

About the Fund

Data as of

Jupiter Fund Management is a UK-origin fund management group, managing over GBP 50bn of assets globally and is listed on the London Stock Exchange. Jupiter adopts a small manager team approach, with 19 investment teams running generally independently with their own specialised product solutions.

The Jupiter European Select Fund is an actively managed fund that aims to achieve long term capital growth by exploiting special investment opportunities in Europe. The fund adopts primarily a bottom-up approach that looks for Europe companies that are considered to be undervalued or otherwise offer good prospects for capital growth. The fund has the flexibility to allocate max 100% in cash equivalents as a defensive measure in case of exceptional unfavourable market conditions. ESG considerations are integrated in the investment process. The fund runs a concentrated portfolio of >40 holdings.

Performance

Price Performance – Maximum Period

The FairHorizon Context

Investment-Time-Horizon in years

0 - 22 - 44 - 7 7 - 1010 - 1515+
Expected long-term return
2 - 4% p.a.
Expected volatility
3 - 5% p.a.

Building Block Returns

Jupiter Global Fund - Jupiter European Select

Ann. return (3-year):
10.50%
Ann. return (5-year):
7.59%
Ann. return (10-year):
10.16%
Ann. Standard Deviation (5-year):
16.42%

This fund represents active exposure to Europe large cap-focused equities.

Benchmark Returns

Vanguard Investment Series PLC - European Stock Index Fund

Ann. return (3-year):
14.78%
Ann. return (5-year):
9.61%
Ann. return (10-year):
9.20%
Ann. Standard Deviation (5-year):
16.57%
Link to the Funds FairSheet

FairHorizon Benchmark Returns

Dimensional Funds PLC - World Equity Fund

Ann. return (3-year):
17.79%
Ann. return (5-year):
9.56%
Ann. return (10-year):
Ann. Standard Deviation (5-year):
14.96%
Link to the Funds FairSheet

The Dimensional World Equity Fund is our FAIRHORIZON Red reference benchmark solution that has primarily global developed equities for long-term global equity-like returns and volatility.

SHARING OUR PASSION FOR INVESTMENTS FAIRSHEET  Jupiter Global Fund - Jupiter European Select  Page 1/2

Why we prefer this fund

Relevance of strategy

This fund represents active exposure to Europe large cap-focused equities.

Differentiated portfolio

The fund adopts a high conviction approach with a focus on undervalued companies.

Historical maximum drawdown & recovery time

Max drawdown (since inception)
-33.67%
Recovery Period
324 Days

Diversification

Top 10 Holdings

  • USD/EUR FWD 20260115 FXHEDGE 622.93%
  • Anheuser-Busch InBev SA/NV Ord4.79%
  • Industria de Diseno Textil SA4.49%
  • AstraZeneca PLC4.36%
  • L'Oreal SA4.07%
  • Nestle SA4.03%
  • Schneider Electric SE4.03%
  • Siemens Energy AG3.67%
  • CaixaBank SA3.67%
  • Banco Bilbao Vizcaya Argentari3.66%

Sectors

  • Financials26.52%
  • Industrials20.97%
  • Materials11.40%
  • Consumer Staples11.38%
  • Technology9.22%
  • Consumer Discretionary5.65%
  • Health Care5.61%
  • Utilities4.39%
  • Communications2.06%
  • Energy1.18%
  • Cash0.88%
  • Others0.74%

Geography

  • United Kingdom19.83%
  • Germany15.53%
  • Spain11.20%
  • Italy9.32%
  • Ireland8.85%
  • France8.28%
  • Netherlands5.46%
  • Switzerland4.71%
  • Belgium3.98%
  • Sweden2.88%
  • Finland2.55%
  • Others7.40%

Frequently asked questions

What is the Jupiter Global Fund - Jupiter European Select?
The Jupiter Global Fund - Jupiter European Select is a actively managed fund in the Europe Equities asset class, managed by Jupiter. Europe large cap-biased equities. Active bottom-up strategy with concentrated portfolio.
What is the Jupiter Global Fund - Jupiter European Select's FairHorizon classification?
Das Family Office classifies this fund as FairHorizon Red, meaning it is suitable for investors with a 15+ years investment horizon. long-horizon, high-conviction equity allocation
What is the total expense ratio (TER) of the Jupiter Global Fund - Jupiter European Select?
The Jupiter Global Fund - Jupiter European Select has a total expense ratio of 0.95% per annum. The maximum recommended portfolio share is 30%.
What is the ISIN of the Jupiter Global Fund - Jupiter European Select?
The ISIN of the Jupiter Global Fund - Jupiter European Select share class tracked by Das Family Office is LU0966590910.
What are the historical returns of the Jupiter Global Fund - Jupiter European Select?
As of the most recent month-end, the Jupiter Global Fund - Jupiter European Select has delivered 3-year annualised total return of 10.50%, 5-year annualised total return of 7.59%, 10-year annualised total return of 10.16%. Past performance is not indicative of future results.
Is the Jupiter Global Fund - Jupiter European Select accumulating or distributing?
The tracked share class (D USD ACC) is Accumulating — income is automatically reinvested into the fund.
What is the SFDR sustainability classification of the Jupiter Global Fund - Jupiter European Select?
The Jupiter Global Fund - Jupiter European Select is classified as Article 8 under the EU Sustainable Finance Disclosure Regulation (SFDR).
When was the Jupiter Global Fund - Jupiter European Select launched?
The Jupiter Global Fund - Jupiter European Select was incepted on 2014-01-16.