Jupiter European Opportunities

Last updated 22 October 2019

Run by one of the most successful fund managers in the investment trust universe, JEO offers exposure to exciting growth opportunities across Europe…

Disclosure – Non-Independent Marketing Communication

This is a non-independent marketing communication commissioned by Jupiter European Opportunities. The report has not been prepared in accordance with legal requirements designed to promote the independence of investment research and is not subject to any prohibition on the dealing ahead of the dissemination of investment research.

Jupiter European Opportunities

Jupiter European Opportunities (JEO) offers investors exposure to a portfolio of European companies that offer good prospects for capital growth; irrespective of short-term economic trends and the business cycle.

The portfolio is run by Alexander Darwall, one of the most successful fund managers in the investment trust space in recent years. The results of Alexander’s long-term, high conviction view and stock-picking approach can be seen in the performance numbers.

Over a five year period, JEO boasts an alpha of 6.25 and a Sharpe ratio of 1.08. In NAV terms, JEO remains amongst the best performers in the European equities investment trust peer group over three, five and ten years.

JEO has consistently traded at a premium rating relative to the rest of its peer group. Recent uncertainty relating to its continuing management arrangements has, however, resulted in a small discount of 2.5% as at the time of writing.

William Sobczak
William joined Kepler Partners in February 2018 as an investment trust analyst. Prior to joining, William graduated from the University of Western Australia, with a BSc in Psychology.

Fund History

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Key facts

Investment objective

The objective of the Company is to invest in securities of European companies and in sectors or geographical areas which are considered by the investment manager to offer good prospects for capital growth, taking into account economic trends and business development

As at:

14/10/19

Group/Investment

Jupiter European Opportunities

Ticker

JEO

Management Company

Jupiter Asset Management

Manager Name

Alexander Darwall

Association of Investment Companies (AIC) Sector

Europe

12 Mo Yield

0.8%

Dividend Distribution Frequency

Annually

Latest Market Capitalisation

£919,933,948

Latest Net Gearing (Cum Fair)

7.0%

Latest Ongoing Charge Ex Perf Fee

0.9%

Turnover Ratio

18.6%

Shares Outstanding

112,875,331

(Discount)/ Premium (Cum Fair)

-2.5%

Daily Closing Price

815p

Source: Morningstar

Disclaimer

This report has been issued by Kepler Partners LLP.  The analyst who has prepared this report is aware that Kepler Partners LLP has a relationship with the company covered in this report and/or a conflict of interest which may impair the objectivity of the research.

Past performance is not a reliable indicator of future results. The value of investments can fall as well as rise and you may get back less than you invested when you decide to sell your investments. It is strongly recommended that if you are a private investor independent financial advice should be taken before making any investment or financial decision.

Kepler Partners is not authorised to market products or make recommendations to retail clients. This report has been issued by Kepler Partners LLP, is based on factual information only, is solely for information purposes only and any views contained in it must not be construed as investment or tax advice or a recommendation to buy, sell or take any action in relation to any investment.

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