LSE - Delayed Quote GBp

Jupiter Emerging European Opportunities I Acc (0P0000U20A.L)

160.70 +3.53 (+2.25%)
At close: March 1 at 8:00:00 PM GMT

Fund Summary

Jupiter Emerging European Opportunities I Acc

The Zig Zag Building
70 Victoria Street

Fund Overview

Category Emerging Europe Equity
Fund Family Jupiter Unit Trust Managers Ltd
Net Assets 83.61M
YTD Return -39.94%
Yield 3.63%
Morningstar Rating
Inception Date Sep 19, 2011

Fund Operations

Last Dividend 0.00
Last Cap Gain 0.00
Holdings Turnover 166.28%
Average for Category --

Fees & Expenses

Expense 0P0000U20A.L Category Average
Annual Report Expense Ratio (net) 0.00% 0.00%
Prospectus Net Expense Ratio 0.00% --
Prospectus Gross Expense Ratio 0.00% --
Max 12b1 Fee -- --
Max Front End Sales Load 0.00% --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Elena Shaftan, Lead Manager since September 09, 2002
Elena Shaftan joined Jupiter in 2000. She has managed the Jupiter Emerging European Opportunities Fund since launch in September 2002, and the Jupiter New Europe SICAV since its launch in November 2007. Before joining Jupiter, Elena managed Eastern European equities at AIB Govett Asset Management for six years. Elena gained a degree in Radio Electronic Engineering from Riga Aviation University.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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