Jupiter European Special Sits I Acc (FUND:B60WTT9) - Fund price


Fund Report

Jupiter European Special Situations I Acc

Morningstar Rating™ (Relative to Category) 31/08/2019
 Morningstar ReturnMorningstar Risk (Rel to Cat)Morningstar Rating™
Category: Europe ex-UK Large-Cap EquityClick here to see our Methodology
3-YearAverageBelow AverageStarRatingValueLabel_3
5-YearAverageBelow AverageStarRatingValueLabel_3
10-YearAbove AverageBelow Average4 Stars
OverallAbove AverageBelow Average4 Stars
Modern Portfolio Statistics 31/08/2019
 Standard Index
MSCI Europe Ex UK NR EUR
Best Fit Index
MSCI Europe Ex UK NR USD
3-Yr R-Squared86.9186.91
3-Yr Beta0.960.96
3-Yr Alpha-1.54-1.54
Return/Risk Analysis 31/08/2019
Risk Measurement1 Year3 Years5 Years
Standard Deviation14.5110.8110.74
3-Yr Mean Return3.127.999.02
Sharpe Ratio0.160.670.76
Sortino Ratio---
Positive Months62236
Negative Months61424
Worst Month-7.33-7.33-7.33
AJ Bell Management Limited (company number 03948391), AJ Bell Securities Limited (company number 02723420) and AJ Bell Asset Management Limited (company number 09742568) are authorised and regulated by the Financial Conduct Authority. All companies are registered in England and Wales at 4 Exchange Quay, Salford Quays, Manchester M5 3EE. See website for full details. AJ Bell procures the provision of the Morningstar Licensed Tools on an “as is” basis and does not guarantee the performance of or accept liability for the Licensed Tools. To the maximum extent permitted by law, AJ Bell excludes liability for the Licensed Tools, including liability for any failure, interruption, delay or defect in the performance of any Licensed Tool, unless it arises as a direct result of the negligence of AJ Bell.
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