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.
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.
Price Performance – Maximum Period
Investment-Time-Horizon in years
Jupiter Global Fund - Jupiter European Select
This fund represents active exposure to Europe large cap-focused equities.
Vanguard Investment Series PLC - European Stock Index Fund
Dimensional Funds PLC - World Equity Fund
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.
This fund represents active exposure to Europe large cap-focused equities.
The fund adopts a high conviction approach with a focus on undervalued companies.
Sectors
Geography