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Jupiter Emerging European Opportunities I Acc (0P0000U20A.L)

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160.70+3.53 (+2.25%)
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Jupiter Emerging European Opportunities I Acc

The Zig Zag Building

70 Victoria Street

Management information
Elena Shaftan,Lead manager since 9 September 2002
Elena Shaftan joined Jupiter in 2000. She has managed the Jupiter Emerging European Opportunities Fund since launch in September 2002, and the Jupiter New Europe SICAV since its launch in November 2007. Before joining Jupiter, Elena managed Eastern European equities at AIB Govett Asset Management for six years. Elena gained a degree in Radio Electronic Engineering from Riga Aviation University.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryEmerging Europe Equity
Fund familyJupiter Unit Trust Managers Ltd
Net assets83.61M
YTD return-39.94%
Yield3.63%
Morningstar rating★★★
Inception date19 Sept 2011

Fund operations

Last dividend0.00
Last cap gain0.00
Holdings turnover166.28%
Average for categoryN/A

Fees and expenses

Expense0P0000U20A.LCategory average
Annual report expense ratio (net)0.00%0.00%
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales load0.00%N/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A