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Jupiter India Fund  

The Jupiter India Fund aims to achieve long-term capital growth primarily through investment in companies which operate or reside in India. 

The Fund allows investors to diversify their portfolio into emerging markets by investing in Indian companies with strong growth prospects. The fund manager identifies companies which he believes have strong growth prospects and, as a high conviction investor, is happy to build up large positions and run with them for a long time. In our view, the Fund may be considered suitable for investors who are seeking a specialist fund to add to an existing portfolio of core holdings.

As a rapidly developing economic powerhouse, with high economic growth and a universe of almost 3,500 quoted companies from which the fund manager can choose, India offers great long-term investment potential.

Fund manager 
Avinash Vazirani has managed the Fund since launch in February 2008.

Key fund facts

  • Access to one of the world's most rapidly growing economies for long-term growth potential
  • Avinash will seek modestly valued companies with strong growth prospects which may not have been priced fully by the market 
  • The Fund will be well diversified across sectors, holding about 50-60 stocks
  • Avinash is one of a select group of fund managers with extensive long-term experience investing in Indian equities

Downloads
 Fund factsheet

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

Fund Manager
    Avinash Vazirani
Bid Price (p)Offer Price (p)Historic Yield (%)Fund Size (£m)
65.0268.940.0240.1

Percentage Growth
1 Year3 Years5 YearsSince Launch
-24.090.5 - 23.0

Year on year percentage growth
2006 - 072007 - 082008 - 092009 - 102010 - 11
- - 99.725.4-24.0

Fund prices and yields are calculated as at the valuation point on 3/2/2012

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 30/11/2011. For confirmation of individual fund launch dates, please see the Fund Information tab of the All Funds table. The OBSR Ratings are as at 30/11/2011. The Citywire ratings shown are the three year ratings as at 30/11/2011. Lipper ratings are sourced from Lipper as at 30/11/2011. Please see the online glossary within the help section for further definition of these ratings.

This Fund will be investing in a single geographic area which is in the course of development and therefore is an area at greater risk of volatility. Returns may also be affected by changing political, regulatory and fiscal measures and potential investors are particularly advised to read the specific risks applicable to this Fund which are contained in the Key Features (incorporating the Simplified Prospectus).
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India Fund
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North American Income Fund (Inc)
Want to Invest?
If you would like to invest in this fund, you can download an application form here.
For more information about the Fund, a range of literature items are available.
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Fundology by John Chatfield-Roberts