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Jupiter JGF Europa L EUR B Acc

Ranked 67 out of 169 in - Long/Short Equity over 12 months
All calculations are in EUR unless stated

Managed by

Mike Buhl-Nielsen

Objective

The Fund's objective is to generate positive long term returns across varying market conditions principally from a portfolio of investments in the shares and related securities of European companies. The Fund has the power to use derivative instruments for investment purposes. Derivatives allow the Investment Manager to track changes in the price of an item, for example a company share, without actually owning it. Derivatives may be used to gain exposure to a number of different asset classes, including company shares, financial indices, commodities and currency exchange rates. The Fund may also use derivatives for hedging purposes.

Showing fund performance in Luxembourg View performance globally

Performance

Long/Short Equity over : 31/08/2017 - 31/08/2018
  • Rank 67/169 Total Return
  • Rank 38/169 Standard Deviation
  • Rank 19/169 Max Drawdown
Fund Name Currency Return
65 Threadneedle UK Absolute Alpha Ret Net Acc EUR EUR

2.0%

65 Goldman Sachs EFI LS Risk Premia Pf C EURH 3xs Lvg

Currency exposure is hedged

Currency exposure is hedged

EUR

2.0%

67 Tages Anavon Global Equity L/S Ucits S EUR Cap EUR

1.9%

67 Jupiter JGF Europa L EUR B Acc EUR

1.9%

69 Janus Henderson European Abs Return I Acc EUR Hgd

Currency exposure is hedged

Currency exposure is hedged

EUR

1.7%

Fund Name Currency Loss
17 Bati Actions Optimum I EUR

-2.0%

17 Schroder UK Dynamic Abs Return P2 Euro Hedged Acc

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.0%

19 Janus Henderson UK Absolute Return I EUR Acc H

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.0%

19 Jupiter JGF Europa L EUR B Acc EUR

-2.0%

21 Pictet TR - Corto Europe-P EUR EUR

-2.1%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -1.8% 0.2%
2017 11.5% 4.3% 3.9% 1.5% 1.4%
2016 -2.1% -3.1% -1.8% 1.5% 1.4%
2015 10.0% 8.2% 1.9% -2.5% 2.3%
2014 2.9% 2.7% -0.9% -2.4% 3.5%
2013 11.7% 6.5% 0.3% 1.8% 2.7%
2012 6.0% 4.5% 0.8% 3.5% -2.8%
2011 -5.7% -0.2% 0.1% -6.7% 1.2%
2010 -1.8% 1.3% 3.1%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/05/2018

Top 10 Holdings

Stock Size
EUR Cash 12.69%
Northern Trust Global - Euro Liquidity D Acc 8.98%
Hemfosa Fastigheter AB ORD 4.07%
USD Cash 2.86%
Bayer AG ORD 2.68%
Aroundtown SA ORD 2.61%
Rubis SCA ORD 2.51%
PREMIER FOODS 6.500% 15-Mar-2021 2.25%
Countryside Properties PLC ORD 2.20%
Shire PLC ORD 2.20%
31/05/2018

Registered For Sale In

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

Fund Info

  • Launch date04/01/2010
  • Share Class size09Mn
  • Base currencyEUR
  • ISIN LU0459992110

Purchase Info

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

Charges

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Jupiter’s Buhl-Nielsen backs gas firm amid government dispute

The long/short specialist remains cautious on the oil and gas sector but is championing the cause of French-owned gas company Rubis.

Jupiter AM hires veteran to spearhead alternatives push

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The Citywire A-rated manager likes the Swiss bank's prospects but he remains underweight on Europe's financial sector.

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