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Jupiter China Fund (Inc)  

The Jupiter China Fund looks to invest in companies operating in China and other countries the manager believes conduct a material proportion of their business in China, or derive a material proportion of their earnings from activities in China.

The Fund was created for investors who want exposure to the next phase of growth in the Chinese economy. Export-driven growth has already propelled China into the world's fourth largest economy; and now, the government is nurturing the domestic economy to create more balanced and sustainable growth.

Fund manager
Philip Ehrmann assumed management of the Fund in October 2006.

Key fund facts
  • Manager believes there are three elements to the development of the Chinese economy: the export market; the emergence of middle income countries; and the creation of new service sectors - the latter two of which most interest him as an investor
  • To identify stocks geared towards the Fund's investment themes, the manager will research vigorously by meeting company management, talking with industry experts and suppliers, and cross-checking findings
  • Allows investors to diversify their portfolio into one of the world's fastest growing economies
Downloads

 Fund factsheet

The value of investments and the income from them can fall as well as rise.

Fund Ratings
  1. S&P Research: A
  2. OBSR Rating: A
  3. Lipper Total Return: 2
  4. Lipper Consistent Return: 1
  5. Lipper Capital Preservation: 1

Fund Manager
    Philip Ehrmann
Bid Price (p)Offer Price (p)Historic Yield (%)Fund Size (£m)
87.9793.700.0273.7

Percentage Growth
1 Year3 Years5 YearsSince Launch
15.07.8 - -

Year on year percentage growth
2005 - 062006 - 072007 - 082008 - 092009 - 10
- - -25.025.015.0

Fund prices and yields are calculated as at the valuation point on 1/9/2010

Please remember past performance should not be seen as a guide to future returns.

The value of an investment in a unit trust and the income from it can fall as well as rise and may be affected by exchange rate variations and you may not get back the amount you invested.

Performance data source: Financial Express, net income reinvested at UK basic rate of tax to 31/07/2010. For confirmation of individual fund launch dates, please see the Fund Information tab of the All Funds table. The OBSR Ratings are as at 31/07/2010. The Citywire ratings shown are the three year ratings as at 31/07/2010. Lipper ratings are sourced from Lipper as at 31/07/2010. Please see the online glossary within the help section for further definition of these ratings.

Investors should be aware that investments in particular geographic areas, such as this, may increase volatility.  Brokerage commissions and other transaction costs and custody fees are generally higher in China and other emerging markets than they are in Western markets.  The value of the fund may be affected by exchange rate variations.
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India Fund
Want to Invest?
If you would like to invest in this fund, you can download an application form here.
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For more information about the Fund, a range of literature items are available.
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