JUPITER EUROPEAN SPECIAL SITUATIONS - Fund overview
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Overview of
JUPITER EUROPEAN SPECIAL SITUATIONS
This is a European equity fund targeting long-term capital growth by exploiting special situations. The manager looks for companies that can demonstrate good products, good management and a strong operating niche, and favours businesses offering predictable long-term growth rather than playing the market cycle. The process is primarily bottom-up, but the manager aims to achieve diversification by investing in companies with a range of growth drivers, such as indirect emerging market exposure and growing world trade.
Standard Initial Charge
5.25% 0.00%
Invest via Bestinvest
to save 5.25%
Fund summary
| Sector |
Europe Excluding UK
|
| Product type |
UNIT TRUST
|
| Launched |
March, 1999
|
| Size |
£589m
|
| Yield |
0.9%
|
| Charging basis |
Income
|
| Dividends paid |
Acc units only.
|
| Bid price |
205.55p |
Fund Charges
|
Standard Initial charge
|
5.25%
|
|
Initial charge via Bestinvest
|
0.00%
|
|
Additional bid/offer spread
|
0.39%
|
|
Annual management charge
|
1.50%
|
|
Total expense ratio
|
1.80%
|
|
Reduction in yield (10yr)
|
1.84%
|