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Jupiter Emerging European Opportunities Fund  

The Jupiter Emerging European Opportunities Fund aims to achieve long-term capital growth through investment primarily in Central and Eastern Europe.  The managers seek to invest in companies with strong fundamentals and a demonstrated ability to maintain above average growth throughout the business cycle.

Run as a best ideas fund, the managers take a rigorous, pragmatic, stock picking approach to constructing a portfolio of around 30-35 of the very best money making opportunities in the region.

Fund managers 
Elena Shaftan
has managed the Fund since launch in September 2002, and jointly with Ingrid Kukuljan since September 2004.

Key fund facts

  • Rigorous, pragmatic, stockpicking approach to constructing a concentrated portfolio of around 30-35 of the very best money-making opportunities in the region
  • Preference given to companies that can achieve above-average growth and maintain it throughout the economic cycle
  • Fund manager Elena Shaftan was raised in Russia and Latvia, so has in-depth knowledge of these specialist arenas.  Ingrid Kukuljan was raised in Croatia and has considerable experience analysing both eastern and western European countries

Downloads

 Fund factsheet

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

Fund Manager
  1. Elena Shaftan
  2. Ingrid Kukuljan
Bid Price (p)Offer Price (p)Historic Yield (%)Fund Size (£m)
217.85232.970.0834.8

Percentage Growth
1 Year3 Years5 YearsSince Launch
25.0145.3354.8495.0

Year on year percentage growth
2003 - 042004 - 052005 - 062006 - 072007 - 08
38.633.757.224.925.0

Fund prices and yields are calculated as at the valuation point on 5/9/2008

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 31/05/2008. For confirmation of individual fund launch dates, please see the Fund Information tab of the All Funds table. The OBSR Ratings are as at 31/05/2008. The Citywire ratings shown are the three year ratings as at 31/05/2008. Lipper ratings are sourced from Lipper as at 31/05/2008. Please see the online glossary within the help section for further definition of these ratings.

European Funds Contact Us Fund Literature
Introduction to Jupiter European Funds
Emerging European Opportunities Fund
European Fund
European Income Fund (Inc)
European Special Situations Fund
European Income Fund (Acc)
For further information, please contact our team.

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For more information about the Fund, please read our literature.

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