| Shares Class | Inc. |
|---|---|
| Yield | 1.00 |
| Total Expense Ratio | 0.99 |
Cumulative Performance
Discrete Performance
(No discrete data available for Jupiter European Smaller Companies I Inc GBP)
| Fund Size | 22,202,400.00 | Launch Date | 26/02/2020 | Standard Initial Charge (%) | 0.00 |
|---|---|---|---|---|---|
| Currency | GBX | ISA Eligible | No | Annual Management Charge (%) | 0.75 |
| Sector | IMA UK Equity Income | Min Investment (£) | 5,000,000.00 | Total Expense Ratio (%) | 0.99 |
| ISIN | GB00BKYBZ588 | Min Topup (£) | 50,000.00 | Ongoing Charge (%) | 0.9900 (on 11/09/2020) |
To provide a return, net of fees, higher than that provided by the EMIX Smaller European Companies Ex UK Index over rolling 5 year periods.
Mark Heslop
Mark Heslop joined Jupiter in 2019 as a European equity manager and smaller companies specialist. He has managed the Jupiter European Smaller Companies Fund (Unit Trust) and the Jupiter Pan European Smaller Companies fund (SICAV) since launch in February 2020. He is also co-manager of the Jupiter European Fund (Unit Trust), the Jupiter European Growth fund (SICAV), the Jupiter European Special Situations Fund (Unit Trust), the Jupiter European Opportunities fund (SICAV) and the Jupiter Eurozone Equity fund (SICAV). Prior to joining Jupiter, Mark was an equity fund manager at Colombia Threadneedle for 11 years where he managed a global smaller companies fund and a European smaller companies fund. He began his investment career as a chemicals and industrials analyst at Citi in 1999. Mark has a degree in Chemistry from Durham University and is also a Chartered Accountant.
Please remember that past performance is not a guide of future returns. The value of investments and the income from them can go down as well as up as a result of currency exchange and market fluctuations and investors may not get back the amount originally invested.
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