Jupiter European Inclusive - Accumulation - GBP

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Mark Nichols and Mark Heslop took over management of this fund on 1 October. They look for quality European companies with the potential for sustainable growth, with a competitive advantage that others struggle to replicate.

The managers were previously part of Threadneedle's European equities team. We think they have a...

The Fund objective is to provide a return, net of fees, higher than that provided by the FTSE World Europe Ex UK Index over the long term (at least five years). At least 70% of the Fund is invested in shares of companies that are based in Europe (excluding the UK). Up to 30% of the Fund may be invested in other assets, including shares of companies based anywhere in the world and other closed or open-ended funds (including funds managed by Jupiter and its associates), as well as cash and near cash. The fund manager seeks to identify world- class companies based in Europe, with a unique product or service which gives them strong growth prospects. The fact that these businesses are successful on the global stage means they are less likely to be affected by domestic issues. The Fund will tend to invest in a carefully selected number of companies where the manager has the highest conviction. Target benchmark - FTSE World Europe ex- UK Index The FTSE World Europe ex-UK Index is an industry standard index and is one of the leading representations of Europe ex-UK stock markets. It is easily accessible and provides a fair reflection of the Fund Manager's investment universe and a good relative measure to assess performance outcomes. Comparator benchmark - IA Europe Excluding UK Sector Many funds sold in the UK are grouped into sectors by the Investment Association (the trade body that represents UK investment managers), to help investors to compare funds with broadly similar characteristics. This Fund is classified in the IA Europe Excluding UK Sector. The Fund is actively managed. This means the fund manager is taking investment decisions with the intention of achieving the Fund's investment objective; this may include decisions regarding asset selection, regional allocation, sector views and overall level of exposure to the market. The fund manager is not in any way constrained by the benchmark in their portfolio positioning, and will not hold all, or indeed may not hold any, of the benchmark constituents.

Income paid:	Annually
Type of payment:	Dividend
Ex-dividend date:	1 July 2020
Payment date:	31 August 20204

This data is provided by Funds Library. HL accepts no responsibility for its accuracy and you should independently check data before making any investment decision. All yields are variable and not guaranteed. There is currently no yield information available for this fund.