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FairHorizont Rot
R70-A

Jupiter JGF - India Select

India large cap-biased equities. Active strategy.

Über den Fonds

Daten zum

Jupiter Fund Management is a UK-origin fund management group, managing over GBP 50bn of assets globally and is listed on the London Stock Exchange. Jupiter adopts a small manager team approach, with 19 investment teams running generally independently with their own specialised product solutions.

The Jupiter India Select Fund is an actively managed fund that aims to achieve long term capital growth by investing primarily in India and selected opportunities in Pakistan, Bangladesh, Sri Lanka, Bhutan, Nepal and the Maldives. Given the market size differences, the fund will be mainly exposed to India with a large cap-bias. The fund can invest max 100% in cash equivalents as a defensive measure during exceptional unfavourable market conditions. The fund has >80 holdings.

Wertentwicklung

Preisentwicklung – Maximaler Zeitraum

Das FairHorizont-Konzept

Anlagezeithorizont in Jahren

0 - 22 - 44 - 7 7 - 1010 - 1515+
Erwartete Langfristrendite
2 - 4% p.a.
Erwartete Volatilität
3 - 5% p.a.

Bausteinrenditen

Jupiter JGF - India Select

Ann. Rendite (3 J.):
15.92%
Ann. Rendite (5 J.):
11.94%
Ann. Rendite (10 J.):
8.95%
Ann. Standardabweichung (5 J.):
17.83%

This fund represents active exposure to India large cap-biased equities.

Benchmark-Renditen

Amundi MSCI AC Asia Ex Japan UCITS ETF

Ann. Rendite (3 J.):
25.90%
Ann. Rendite (5 J.):
7.31%
Ann. Rendite (10 J.):
Ann. Standardabweichung (5 J.):
19.62%

FairHorizont-Benchmark-Renditen

Dimensional Funds PLC - World Equity Fund

Ann. Rendite (3 J.):
20.42%
Ann. Rendite (5 J.):
9.89%
Ann. Rendite (10 J.):
Ann. Standardabweichung (5 J.):
15.01%
Link zum Fonds-FairSheet

The Dimensional World Equity Fund is our FAIRHORIZON Red reference benchmark solution that has primarily global developed equities for long-term global equity-like returns and volatility.

MIT LEIDENSCHAFT FÜR INVESTMENTS FAIRSHEET  Jupiter JGF - India Select  Seite 1/2

Warum wir diesen Fonds bevorzugen

Relevance of strategy

This fund represents active exposure to India large cap-biased equities.

Historischer maximaler Drawdown & Erholungszeit

Max. Drawdown (seit Auflage)
-55.68%
Erholungsperiode
542 Tage

Diversifizierung

Top 10 Positionen

  • State Bank of India6.55%
  • Godfrey Phillips India Ltd5.19%
  • Bharat Petroleum Corp Ltd4.93%
  • Fortis Healthcare Ltd4.57%
  • Hindustan Petroleum Corp Ltd4.24%
  • Bharti Airtel Ltd Common Share4.23%
  • Indian Oil Corp Ltd4.19%
  • HCL Technologies Ltd3.00%
  • InterGlobe Aviation Ltd2.98%
  • Larsen & Toubro Ltd2.67%

Sektoren

  • Financials29.88%
  • Energy14.12%
  • Health Care11.83%
  • Consumer Staples9.59%
  • Industrials8.91%
  • Communications6.24%
  • Consumer Discretionary5.63%
  • Technology4.24%
  • Real Estate2.77%
  • Materials1.52%
  • Cash1.38%
  • Others3.90%

Geographie

  • India94.30%
  • Japan1.75%
  • Cash1.38%
  • Others2.56%

Häufig gestellte Fragen

What is the Jupiter JGF - India Select?
The Jupiter JGF - India Select is a actively managed fund in the India Equities asset class, managed by Jupiter. India large cap-biased equities. Active strategy.
What is the Jupiter JGF - India Select's FairHorizon classification?
Das Family Office classifies this fund as FairHorizon Red, meaning it is suitable for investors with a 15+ years investment horizon. long-horizon, high-conviction equity allocation
What is the total expense ratio (TER) of the Jupiter JGF - India Select?
The Jupiter JGF - India Select has a total expense ratio of 0.95% per annum. The maximum recommended portfolio share is 10%.
What is the ISIN of the Jupiter JGF - India Select?
The ISIN of the Jupiter JGF - India Select share class tracked by Das Family Office is LU0946219929.
What are the historical returns of the Jupiter JGF - India Select?
As of the most recent month-end, the Jupiter JGF - India Select has delivered 3-year annualised total return of 15.92%, 5-year annualised total return of 11.94%, 10-year annualised total return of 8.95%. Past performance is not indicative of future results.
Is the Jupiter JGF - India Select accumulating or distributing?
The tracked share class (D Acc USD) is Accumulating — income is automatically reinvested into the fund.
What is the SFDR sustainability classification of the Jupiter JGF - India Select?
The Jupiter JGF - India Select is classified as Article 6 under the EU Sustainable Finance Disclosure Regulation (SFDR).
When was the Jupiter JGF - India Select launched?
The Jupiter JGF - India Select was incepted on 2014-11-04.