Jupiter India Class X - Accumulation (GBP)
Our view on this Fund
This fund is on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. However, this is not a recommendation to buy.
Avinash Vazirani has plenty of experience of investing in Indian companies. He started his investment career in 1994 and joined Jupiter in 2007, launching the Jupiter India fund soon after. Having spent such a long period of time focusing on India, Vazirani has unrivalled knowledge of Indian companies, the economy, and the themes set to develop over the coming years. We view this as one of his greatest strengths and admire his commitment to this area.
Since January 2022, Vazirani has been supported by assistant manager, Colin Croft. Croft joined Jupiter in 2006 as an equity analyst and has gone on to manage funds focused on Asia and Emerging Europe. We have spent time getting to know Croft as an investor and are impressed so far. That said, our conviction in this fund currently lies with Vazirani given his length of experience.
The fund's focus on a single emerging country makes it a higher-risk option so it should only make up a small portion of an investment portfolio. We think it could work well alongside other emerging market funds with a focus on larger companies or as part of a broader globally diversified portfolio focused on long-term growth.
Our view on the sector
Performance Analysis
Investment Philosophy
Process and Portfolio Construction
Manager Track Record Based on HL Quantitative Research
Fund Track Record
04/10/19 to 04/10/20 | 04/10/20 to 04/10/21 | 04/10/21 to 04/10/22 | 04/10/22 to 04/10/23 | 04/10/23 to 04/10/24 | |
---|---|---|---|---|---|
Annual return | -12.49% | 50.96% | 6.54% | 18.04% | 37.57% |
Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.