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JUPITER EUROPEAN INCOME - Fund overview

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Overview of JUPITER EUROPEAN INCOME

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. JUPITER EUROPEAN INCOME does not fall into either of these categories at present.

Standard Initial Charge

5.25% 0.00%

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to save 5.25%

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Fund summary

Sector  Europe Excluding UK
Product type  UNIT TRUST
Launched  May, 2007
Size  £23m
Yield 4.4%
Charging basis  Capital
Dividends paid  31/1, 31/7
Bid price(inc) 32.96p
Bid price(acc) 39.28p

Fund Charges

Standard Initial charge 5.25%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 0.37%
Annual management charge 1.50%
Total expense ratio 1.83%
Reduction in yield (10yr) 1.87%

Bestinvest says


No information available.

Portfolio

jupiter european income asset allocation illustration
Allocation Proportion
Equity 100%
High yield bonds –
Quality bonds 0%
Property 0%
Commodities –
Hedge –
Fund cash 0%
jupiter european income equity geographic illustration
Allocation Proportion
UK 0%
Europe 100%
Nth America 0%
Japan 0%
Pacific 0%
Other Equity 0%
jupiter european income equity capitalisation illustration
Allocation Proportion
Large Caps 83%
Mid Caps 11%
Small Caps 6%

View all performance data for JUPITER EUROPEAN INCOME

Investment process


The Fund is to produce high and rising income from a policy of investing chiefly in high quality companies with operations on stock market listings in Europe. The manager aims to outperform the MSCI Europe ex-UK Index. The portfolio will contain a well diversified range of medium and large -sized businesses which are expected to produce steadily growing profits and thus increase their potential to pay out dividends.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

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