Jupiter Global Emerging Markets Inc

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Quick Stats

Bid Price - Offer Price -
Mid Price GBX 63.30 Day Change GBX -0.39 (-0.61%)
Price Date 22 Aug 2019 Crown Rating 1
Shares Class Inc. Yield 0.90 %
Total Expense Ratio 0.00 Fund Size 90,022,632.00
Launch Date 01/11/2010 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 1.50 Sector IMA UK Equity Income
Min Investment (£) 500.00 Total Expense Ratio (%) 0.00
ISIN GB00B8035K95 Min TopUp (£) 50.00
Ongoing Charge (%) 1.9500 Ongoing Charge Date 31/07/2019

Fund Objective

To achieve long term capital growth through investment in the securities of companies incorporated in, or exposed to, emerging market economies worldwide.

Fund Managers

Ross Teverson

Ross joined Jupiter in 2014 and is currently Head of Strategy, Emerging Markets. He manages the Jupiter Global Emerging Markets Fund and the Jupiter China Fund (Unit Trusts) as well as the Jupiter Global Emerging Markets Equity Unconstrained fund and the Jupiter China Select fund (SICAVs). He also manages, alongside Charles Sunnucks, the Jupiter Emerging & Frontier Income Trust PLC.Prior to joining Jupiter, Ross worked for 15 years at Standard Life Investments, where he managed a global emerging markets equity fund. Ross spent 7 years in Standard Life Investment’s Hong Kong office, where he managed an Asian equity fund, and was a director of the business.Ross is a graduate of Oxford University and is a CFA® charterholder.

Fund Performance

Cumulative Performance

Discrete Performance

Top 10 Holdings

Name Weight
SAMSUNG ELECTRONICS CO 4.41%
SK HYNIX INC 4.38%
3SBIO INC 3.24%
BUMI SERPONG DAMAI TBK(PT) 3.11%
GUARANTY TRUST BANK NGN0.50 3.09%
CORPORACION INMOBILIARIA VESTA 2.91%
HINDUSTAN PETROLEUM 2.91%
KENYA COMMERCIAL BANK 2.84%
MEDIA TEK INC 2.82%
LG CHEM 2.75%

Asset Breakdown

Name Weight
African Equity 11.58%
American Emerging Equities 13.22%
Asia Pacific ex Japan Equities 58.03%
European Emerging Equities 14.57%
Middle East & African Equities 1.67%
Money Market 0.94%

Region Breakdown

Name Weight
Africa 11.58%
Asia Pacific ex Japan 58.03%
European Emerging Markets 14.57%
Latin America 13.22%
Middle East 1.67%
Money Market 0.94%

Sector Breakdown

Name Weight
Basic Materials 6.43%
Consumer Goods 3.38%
Consumer Services 9.50%
Financials 34.39%
Health Care 7.98%
Industrials 12.33%
Money Market 0.94%
Oil & Gas 5.70%
Technology 17.14%
Telecommunications 2.21%