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Jupiter European Opportunities Trust PLC

  • Fund Info & charges
  • Performance
  • Fund breakdown
  • Dividend History
Fund Provider Jupiter
Fund Summary To invest in securities of European companies and in sectors or geographical areas which are considered by the Investment Adviser to offer good prospects for capital growth, taking into account economic trends and business development.
SEDOL code 0019772
ISIN GB0000197722
Fund code JEOLL
Managers Alexander Darwall
Manager Tenure 19 years
Morningstar Category Europe Large-Cap Growth Equity
Fund Size £185 million
Fund Type ETF / IT
Management Style Active
Total Expense Ratio (TER) 1.08%
Cavendish ongoing charge 0.05%
FundsNetwork Service Fee 0.20%
Minimum Initial Investment £25
Minimum Top Up £25
Minimum Monthly Investment £25
Sell Price £8.42
Buy Price £8.44
Price Change -0.237%
Price Date 18th September 2019
Yield Currently unavailable
Dividend Frequency Yearly
ISA Eligible Yes
SIPP Eligible Yes
Inception Date 22nd November 2000
Fund Status OPEN
Alex Darwall joined Jupiter in 1995 and currently heads up the Jupiter European Team. He manages the Jupiter European Fund (Unit Trust), the Jupiter European Opportunities Trust (Investment Trust), the Jupiter European Growth SICAV and institutional assets. Alex originally joined Jupiter to run the European portion of a number of segregated pension fund accounts, subsequently taking responsibility for other accounts including County Council pension funds (European portion). In 1999, he assumed management of the Jupiter European Investment Trust and subsequently the rollover vehicle, the Jupiter European Opportunities Trust (Investment Trust), which launched in November 2000. Alex 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. Alex gained a degree in History from Cambridge University.

3-year Mean Monthly Return: Currently unavailable

Annual Returns 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009
Fund Performance +9.95% +15.42% +24.46% +10.77% +14.34% +15.77% +27.10% +2.41% +37.46% +45.45%
Benchmark Performance
(Europe Large-Cap Growth Equity)
+2.29% +4.13% +35.55% -3.19% +4.59%
Time Period Cumulative Benchmark Performance
(Europe Large-Cap Growth Equity)
Fund Compared to Benchmark
1 day -0.24% -0.26% +0.02%
1 week -0.12% +2.46% -2.58%
1 month 3.56% +4.71% -1.15%
3 months -3.55% +8.76% -12.31%
6 months 17.74% +12.86% +4.87%
1 year -1.69% +0.80% -2.49%
3 years 58.53% +36.19% +22.35%
5 years 99.86% +47.80% +52.07%
10 years 429.54% +180.56% +248.98%
YTD 24.15% +17.38% +6.77%
Since inception 826.45% Currently unavailable Currently unavailable

Top 10 shares for this fund

Share Name Country Value
Wirecard AG DEU 15.19%
RELX PLC GBR 9.52%
Experian PLC GBR 8.75%
Novo Nordisk A/S B DNK 7.92%
Deutsche Boerse AG DEU 7.49%
Carnival PLC GBR 5.91%
Amadeus IT Group SA A ESP 5.82%
Grenkeleasing AG DEU 5.76%
Dassault Systemes SE FRA 5.35%
adidas AG DEU 5.23%
Dividend Date Per share amount Reinvestment Price
15th November 2018 0.0650 £739.0000
16th November 2017 0.0650 £703.5000
10th November 2016 0.0550 £530.0000
12th November 2015 0.0380 £552.0000
10th September 2014 0.0350 £432.0000