Share Centre featured fund: Jupiter European fund

0
Written by:
11/08/2015
Andy Parsons, head of investment research and advisory services at The Share Centre, picks Jupiter European fund as this month’s Featured Fund.

 

Overall, company balance sheets in the eurozone remain strong, while policy reform remains painfully slow and Eurosceptic parties have gained ground in elections;  And yet while the turbulent back drop remains, the European Central Bank has sought to ensure financial measures are in place to provide stability.  This has in turn aided the weakening of the currency against the dollar and therefore proved favourable for exporters.

“Launched back in 1987, the Jupiter European fund has been managed by Alex Darwall since 2001. Its portfolio is run on a very concentrated, high conviction basis, with the fund generally holding 30-40 stocks. The majority of the fund comprises of mid-cap companies which are seldom below the £500m market capitalisation. Darwall is a believer in providing long term support to companies that are well financed, with strong growth prospects and that are operating in areas of the economy where there is likely to be clear visibility ahead. These companies will be based in Europe but are exposed to growth in a global trade and productivity.

“We feel that this fund is suitable to those investors looking to invest in one that offers a core portfolio of European equities, excluding those in the UK. Due to the nature of the geographical region and the development of their financial markets, we rate this fund as a medium risk investment for investors wanting broad European region exposure in a concentrated portfolio.”

Related Posts

There are 0 Comment(s)

If you wish to comment without signing in, click your cursor in the top box and tick the 'Sign in as a guest' box at the bottom.

The savings accounts paying the most interest

It’s time to get your finances in shape, and moving your cash savings to a higher paying deal is a good plac...

Everything you need to know about being furloughed

Few people had heard of ‘furlough’ before March 2020, but the coronavirus pandemic thrust the idea of bein...

The experts’ guide to sorting out your personal finances in 2021

From opting to ‘low spend’ months to imposing your own ‘cooling-off period’, industry experts reveal t...

What will happen if rates change

How your finances will be impacted by a rise in interest rates.

Regular Savings Calculator

Small regular contributions can build up nicely over time.

Online Savings Calculator

Work out how your online savings can build over time.

Having a baby and your finances: seven top tips

We’re guessing the Duchess of Cambridge won’t be fretting about maternity pay or whether she’ll still be...

Protecting family wealth: 10 tips for cutting inheritance tax

Inheritance tax - sometimes known as 'death tax' - can cause even more heartache for bereaved families. But th...

Travel insurance: Five tips to ensure a successful claim

Ahead of your summer holiday, it’s important to make sure you have the right level of travel cover or you co...

Money Tips of the Week