They look for companies that consistently make good business decisions on spending and that create value.
The Jupiter European Fund investment managers seek to identify world-class companies with unique products or services which gives them strong growth prospects. The investment managers are:
- Focused: They invest in 30-50 stocks rather than hundreds
- Experienced: They have been working together for over seven years
- Flexible: They take a flexible approach to the portfolio – the fund contains a mixture of types of stocks including faster growing (growth) and established but undervalued (value) companies.
Please be aware of market concentration risk, which means that investing in a particular country or geographic region can cause the value of this investment to rise or fall more relative to investments whose focus is spread more globally in nature.
Please note: For a more detailed explanation of risk factors, please refer to the "Risk Factors" section of the Scheme Particulars. For more information on the fund please review the Key Investor Information Document available on the Jupiter website.
Why European companies?
Please note, capital at risk: The value of investments and income may go down as well as up and you may not get back amounts originally invested. Exchange rate changes may cause the value of investments to fall as well as rise.
Why Is flexibility important?
Markets can be volatile – rising and falling. Sometimes growth stocks do better; other times, value stocks do and sometimes a mix of both. The investment team seeks to remain nimble and flexible so they can adjust their holdings if they need to.
We recommend you discuss any investment decisions with a financial adviser, particularly if you're unsure whether an investment is suitable.
Fund risks
- Currency (FX) Risk – The Fund can be exposed to different currencies and movements in foreign exchange rates can cause the value of investments to fall as well as rise.
- Share Class Hedging Risk - The share class hedging process can cause the value of investments to fall due to market movements, rebalancing considerations and, in extreme circumstances, default by the counterparty providing the hedging contract.
- Pricing Risk - Price movements in financial assets mean the value of assets can fall as well as rise, with this risk typically amplified in more volatile market conditions.
- Market Concentration Risk (Geographical Region/Country) - Investing in a particular country or geographic region can cause the value of this investment to rise or fall more relative to investments whose focus is spread more globally in nature.
- Derivative risk - the Fund may use derivatives to reduce costs and/or the overall risk of the Fund (this is also known as Efficient Portfolio Management or "EPM"). Derivatives involve a level of risk, however, for EPM they should not increase the overall riskiness of the Fund.
- Liquidity Risk (general) - During difficult market conditions there may not be enough investors to buy and sell certain investments. This may have an impact on the value of the Fund.
- Counterparty Default Risk - The risk of losses due to the default of a counterparty on a derivatives contract or a custodian that is safeguarding the Fund’s assets.
Important Information
This content is for informational purposes only and is not investment advice. The views expressed are those of the authors at the time of writing are not necessarily those of Jupiter as a whole and may be subject to change. This is particularly true during periods of rapidly changing market circumstances. For definitions please see the glossary at jupiteram.com. Every effort is made to ensure the accuracy of any information provided but no assurances or warranties are given. Jupiter Unit Trust Managers Limited (JUTM) and Jupiter Asset Management Limited (JAM), registered address: The Zig Zag Building, 70 Victoria Street, London, SW1E 6SQ are authorised and regulated by the Financial Conduct Authority. No part of this document may be reproduced in any manner without the prior permission of JUTM or JAM.