Jupiter European Opportunities Trust PLC

Fund manager Alexander Darwall has proved to be an exceptional stock-picker. He invests in a focused portfolio of around 40 stocks and favours high-quality European businesses. 

Name
Jupiter European Opportunities Trust PLC
Manager
Jupiter Unit Trust Managers Ltd
Type
Closed Ended Investment Company
ISIN
GB0000197722
Sector
Europe
Launched
22/11/2000
OCF
0.9 %
Risk Rating
5
3 Year Sharpe
1.13
3 Year Alpha
7.20
Yield
0.8 %
Benchmark
FTSE World Eur Ex UK TR GBP
Fund Size
£ 947.02 million
NAV
878
Gearing
106
Discount Premium
-3
The objective of the company is to invest in securities of European companies and in sectors or geographical areas which are considered by the investment manager to offer good prospects for capital growth, taking into account economic trends and business development.
Holding %
Wirecard AG 12.89 %
Novo Nordisk A/S B 9.33 %
RELX PLC 9.26 %
Experian PLC 8.32 %
Deutsche Boerse AG 7.36 %
Amadeus IT Group SA A 6.47 %
Grenkeleasing AG 6.21 %
Carnival PLC 6.21 %
Dassault Systemes SE 5.36 %
BioMerieux SA 5.05 %
Region %
Eurozone 57.28 %
United Kingdom 23.40 %
Europe - ex Euro 11.38 %
United States 7.93 %
Sector %
Technology 24.54 %
Financial Services 23.98 %
Healthcare 20.69 %
Consumer Cyclical 19.53 %
Industrials 9.15 %
Name
Jupiter Unit Trust Managers Ltd
Address
SW1E 6SQ, London, United Kingdom
UCITS
No
Legal Structure
Closed Ended Investment Company

Managers

Alexander Darwall
Joined 11/22/2000

Alex Darwall joined Jupiter in 1995 and currently heads up the Jupiter European Team. He manages the Jupiter European Fund (Unit Trust), the Jupiter European Opportunities Trust (Investment Trust), the Jupiter European Growth SICAV and institutional assets. Alex originally joined Jupiter to run the European portion of a number of segregated pension fund accounts, subsequently taking responsibility for other accounts including County Council pension funds (European portion). In 1999, he assumed management of the Jupiter European Investment Trust and subsequently the rollover vehicle, the Jupiter European Opportunities Trust (Investment Trust), which launched in November 2000. Alex trained as an investment analyst with de Zoete & Bevan (BZW) before moving to Enskilda Securities in Paris in 1987, where he became Head of French Equity Research. He joined Goldman Sachs in London in 1992, where he worked as a French Equity Analyst prior to moving to Jupiter. Alex gained a degree in History from Cambridge University.

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