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Jupiter JGF European Opportunities L EUR Acc

Ranked 469 out of 1003 in - Europe over 12 months
All calculations are in EUR unless stated

Managed by

Cedric de Fonclare

Cédric de Fonclare manages the Jupiter European Opportunities SICAV, the CCR Centrale Croissance Europe and institutional assets. He has a degree in International Business Administration from the Sorbonne.

Objective

The Fund objective is to achieve long-term capital growth from investments in companies quoted on a European Stock Exchange. The Fund will invest primarily in equity and equity related securities (including listed preference shares, listed convertible unsecured loan stock, listed warrants and other similar securities) of companies which have their registered office in Europe or exercise the predominant part of their economic activities in Europe and in sectors which are considered by the Investment Manager to offer good prospects for capital growth, taking into account economic trends and business developments.

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

Performance

Europe over : 30/04/2015 - 30/04/2016
  • Rank 469/1003 Total Return
  • Rank 852/1003 Standard Deviation
  • Rank 818/1003 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2016 Annual Q1 Q2 Q3 Q4
2016 -8.5%
2015 14.1% 17.1% 0.3% -8.9% 6.7%
2014 6.3% 0.7% 3.0% -0.2% 2.7%
2013 23.9% 9.3% -1.0% 6.5% 7.6%
2012 22.9% 12.4% -1.6% 8.9% 2.0%
2011 -10.3% 0.4% -0.1% -17.8% 8.9%
2010 16.4% 6.5% -4.5% 6.0% 8.0%
2009 27.7% -8.4% 15.0% 15.9% 4.6%
2008 -38.7% -14.9% -1.9% -12.3% -16.3%
2007 1.3% 3.8% 1.9% -2.3% -2.1%
2006 32.2% 16.0% -3.5% 8.1% 9.3%
2005 29.7% 10.4% 4.1% 11.1% 1.6%
2004 18.4% 5.3% 4.5% 0.0% 7.6%
2003 12.6% -9.2% 11.2% 3.7% 7.6%
2002 -30.5% 6.4% -12.4% -22.2% -4.1%
2001 7.9%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2016

Top 10 Holdings

Stock Size
Bayer AG ORD 3.34
SAP SE ORD 3.24
Novartis AG ORD 3.05
ING Groep NV DR 2.77
Actelion Ltd ORD 2.68
Fresenius Medical Care AG & Co KGaA ORD 2.65
Intesa Sanpaolo SpA ORD 2.59
Mondi PLC ORD 2.58
Prudential PLC ORD 2.56
Allianz SE ORD 2.56
31/03/2016

Registered For Sale In

  1. Austria
  2. Belgium
  3. Finland
  4. France
  5. Germany
  6. Guernsey
  7. Hong Kong
  8. Jersey
  9. Luxembourg
  10. Netherlands
  11. Portugal
  12. Singapore
  13. Spain
  14. Sweden
  15. Switzerland
  16. United Kingdom

Fund Info

  • Launch date17/08/2001
  • Share Class size119Mn
  • Base currencyEUR
  • ISIN LU0260086623

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

Related News

De Fonclare kicks off 2016 with contrarian shift in €500m fund

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The Citywire + rated European equities manager has outperformed this year despite avoiding peripheral stocks.

Jupiter's De Fonclare buys UBS but remains wary on banks

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Jupiter's de Fonclare says markets 'more challenging than 2000'

Jupiter's AA-rated European equity manager Cedric de Fonclare says current market conditions are more difficult than in 2000.

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