Jupiter Europe (ex UK) Smaller Companies Fund U1 GBP Hedged Acc (0P00014LP8.L)
LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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Jupiter Europe (ex UK) Smaller Companies Fund U1 GBP Hedged Acc
The Wilde-Suite G01, The Wilde, 53 Merrion Square South
Management information
Ian Ormiston,Lead manager since 10 November 2014
Ian joined the company in 2014 and manages the Merian European (ex UK) Smaller Companies Fund. He previously worked for Ignis Asset Management, where he was lead manager on the Ignis European Smaller Companies Fund and the Ignis European Growth Fund. Ian began his career with Asahi Life Investment Europe in 1994 before moving to Singer and Friedlander in 2000. He graduated from the London School of Economics in 1994 with an MA in economic history, having completed a BSc in 1993.
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
CategorySector Equity Other
Fund familyJupiter Asset Management (Europe) Limited
Net assetsN/A
YTD return8.10%
Yield0.00%
Morningstar ratingN/A1
Inception date10 Nov 2014
Fund operations
Last dividendN/A
Last cap gainN/A
Holdings turnover12.30%
Average for categoryN/A
Fees and expenses
Expense0P00014LP8.LCategory average
Annual report expense ratio (net)1.19%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
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