Jupiter Global Emerging Markets J Inc
| Shares Class | Inc. |
|---|---|
| Yield | 0.90 |
| Total Expense Ratio | 1.44 |
Fund Performance
Cumulative Performance
Discrete Performance
| Shares Class | Inc. |
|---|---|
| Yield | 0.90 |
| Total Expense Ratio | 1.44 |
Cumulative Performance
Discrete Performance
| Fund Size | 48,218,500.00 | Launch Date | 01/11/2010 | Standard Initial Charge (%) | 0.00 |
|---|---|---|---|---|---|
| Currency | GBX | ISA Eligible | Yes | Annual Management Charge (%) | 1.20 |
| Sector | IMA UK Equity Income | Min Investment (£) | 500.00 | Total Expense Ratio (%) | 1.44 |
| ISIN | GB00BJJQ4Y35 | Min Topup (£) | 250.00 | Ongoing Charge (%) | 1.4400 (on 30/09/2020) |
Objective: The objective of the Fund is to provide a return, net of fees, higher than that provided by the MSCI Emerging Markets Index over the long term (at least five years). Policy: At least 70% of the Fund is invested in shares of companies based in emerging and frontier markets (less well-established economies that are at an earlier stage of economic and political development than emerging markets). Up to 30% of the Fund may be invested in other assets, including shares of companies based anywhere in the world, open-ended funds (including funds managed by Jupiter and its associates), cash and near cash.
Ross Teverson
Ross joined Jupiter in 2014 as Head of Strategy, Global Emerging Markets. Prior to joining Jupiter, Ross worked for 15 years at Standard Life Investments, where he managed a Global Emerging Markets equity Fund. During this time, Ross spent 7 years in Standard Life Investment’s Hong Kong office, where he managed an Asian equity fund, and was a director of the business. He was also appointed director of Heng An Standard Life, a Chinese life insurance joint venture between Standard Life and Tianjin Economic-Technological Development Area. Ross is a graduate of Oxford University and is a member of the Chartered Financial Analyst Institute.
| Name | Weight |
|---|---|
| African Equity | 7.00% |
| American Emerging Equities | 13.00% |
| Asia Pacific ex Japan Equities | 68.00% |
| European Emerging Equities | 9.00% |
| Middle East & African Equities | 1.00% |
| Money Market | 0.00% |
| Name | Weight |
|---|---|
| Africa | 7.00% |
| Asia Pacific ex Japan | 68.00% |
| European Emerging Markets | 9.00% |
| Latin America | 13.00% |
| Middle East | 1.00% |
| Money Market | 0.00% |
| Name | Weight |
|---|---|
| Basic Materials | 6.00% |
| Consumer Goods | 9.00% |
| Consumer Services | 13.00% |
| Financials | 24.00% |
| Health Care | 3.00% |
| Industrials | 11.00% |
| Money Market | 0.00% |
| Oil & Gas | 4.00% |
| Technology | 24.00% |
| Telecommunications | 1.00% |
| Name | Weight |
|---|---|
| SAMSUNG ELECTRONICS CO | 5.00% |
| MEDIA TEK INC | 4.00% |
| SK HYNIX INC | 4.00% |
| TAIWAN SEMICONDUCTOR CO | 4.00% |
| BAIDU INC | 3.00% |
| JD.COM | 3.00% |
| LG CHEM | 3.00% |
| VIPSHOP | 3.00% |
| MMC NORILSK NICKEL PJSC | 2.00% |
| NASPERS | 2.00% |
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.