Jupiter Global Fund - Jupiter Europa

ISIN: LU0459992037

Categoria Morningstar: Long/Short Equity - Europe

Società: Jupiter AM

To achieve long term capital growth by exploiting special investment opportunities in Europe.
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 issuers which have their registered office in Europe or exercise the predominant part of their economic activities in Europe (including UK) and which are considered by the Investment Manager to be undervalued or otherwise to offer good prospects for capital growth. The Investment Manager will adopt a primarily bottom up approach to selecting investments for the Fund and the Investment Manager will not be tied to investing in constituent companies of the Benchmark.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2021 2020 2019 2018 2017
Rendimento annuo: Fondo 1 anno: 1,28 3 anni: -0,81 5 anni: 1,92 Inizio: 3,28 2021: 0,64 2020: 9,69 2019: -12,19 2018: 13,79 2017: -2,71
Rendimento annuo: Categoria 1 anno: - 3 anni: - 5 anni: - Inizio: - 2021: - 2020: - 2019: - 2018: - 2017: -
Rendimento annuo: Percentile 1 anno: - 3 anni: - 5 anni: - Inizio:- 2021: - 2020: - 2019: - 2018: - 2017: -
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 11,79 3 Sharpe Ratio: 0,05 5 Correlazione: - Beta: - Alfa: - Tracking error: - Info Ratio: -
Fonte: Morningstar. Dati in euros. Categoria: Long/Short Equity - Europe. Data: 2020-12-14
Fonte: Morningstar. Dati in euros. Categoria: Long/Short Equity - Europe. Data: 2020-12-14