Jupiter Global Emerging Mrkts Inc I Inc

Fund

Fund Info

  • Yield History1.22%
  • 3 Year sharpe0.71
  • 3 Year alpha-4.29
  • Distribution Typeincome
  • BenchmarkMSCI EM GR USD
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF1.20%
  • SectorGlobal Emerging Markets
  • Manager GroupJupiter
  • DomicileUnited Kingdom
  • ISINGB00B6QGZ083

Investment Strategy

To achieve long term capital growth through investment in the securities of companies incorporated in, or exposed to, emerging market economies worldwide. The Fund will invest primarily in equity and equity-related securities of issuers which have their registered office in emerging market economies or exercise the predominant part of their economic activities in emerging market economies, as identified by the Investment Manager from time to time, and which are considered by the Investment Manager to be undervalued or otherwise to offer good prospects for capital growth. The Fund may also invest in shares in investment trusts and other closed or open ended funds which are themselves dedicated to investment in emerging market economies. The Manager may enter into derivative transactions, but only for the purposes of efficient management of the portfolio and not for speculative investment purposes.