LU2572953623

Jupiter European Select Fund

  • Equities
  • Europe
  • SGD Cash
  • Accumulating
Invest with
SGD Cash
Payout type
Accumulating
Risk rating
5
About this fund
Description
The Fund seeks to achieve long term capital growth by exploiting special investment opportunities in Europe.
Key information
Annual report
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Product Highlight Sheet
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Prospectus
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Information Memorandum
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Factsheet
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Our perspective
Why we think this fund is best-in-class
Product
Employs a blend strategy that combines growth and value characteristics by investing in companies where return on capital employed sustainably exceeds the cost of capital. Targets a broad universe of European companies possessing durable competitive advantages and attractive industry dynamics to drive long-term capital growth.
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People
Managed by a three-member team who transitioned to Jupiter in early 2025, three of whom previously spent seven years jointly running a European equity strategy at their previous firm. Operates under a flat team structure where all members function as both analysts and decision-makers to foster collaboration and mitigate key person risk. Relies on the direct, proven stock-picking capabilities of the portfolio managers rather than a centralized research desk.
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Performance
Aims to outperform MSCI Europe Net Return index by 3-4% per annum gross of fees. Targets high-conviction alpha generation based on the team's historical track record of delivering excess returns over long-term horizons.
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Process
Constructs a concentrated portfolio of 35 to 45 high-conviction positions governed by a disciplined fundamental research framework. Enforces a strict sell discipline triggered by deteriorating return on capital employed, fundamental thesis shifts, or unattractive valuations. Utilizes a risk-aware construction process that prioritizes stock-specific risk while strictly capping individual factor and single-stock exposures to manage tracking error.
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Cost
Access to clean retail share class with no trailer fees to achieve the lowest possible fees
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How it fits in a portfolio
The Fund offers a satellite exposure to European equities, offering a blend approach focused on quality companies with sustainable return on capital employed above the cost of capital. Offers a balanced alternative to pure growth or value strategies by maintaining diversified sector exposure and avoiding concentration in specific themes like technology. Suitable for investors seeking long-term wealth compounding through a concentrated yet risk-controlled approach to European equities.
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Compare funds
Performance
Shows the total return of this accumulating fund, which includes dividends reinvested.
Total returns
All Time
46.53%
YTD
10.38%
1 month
4.06%
6 month
14.17%
1 year
22.49%
3 year
34.43%
As of May 2026
Distributions
This is an accumulating fund, so dividends are re-invested at the fund level.
Risk metrics
Max drawdown
-11.33%As of May 2026
Volatility
12.43%As of May 2026
Calendar returns
YearTotalJanFebMarAprMayJunJulAugSepOctNovDec
2026-5.4%3.3%-9.2%7.3%4.1%-------
202519.6%7.0%-1.7%-2.8%1.0%4.2%0.8%0.8%1.1%0.6%3.0%0.8%3.4%
2024-3.5%1.1%2.0%2.6%-2.6%2.7%-0.8%-1.0%-0.2%-1.4%-4.7%-1.4%0.4%
2023-0.0%4.4%2.1%1.7%0.5%1.7%1.8%-2.4%-5.1%-4.2%8.4%6.0%
Top Exposures
London Stock Exchange Group PLC4.28%
Linde PLC3.81%
Anheuser-Busch InBev SA/NV3.30%
Siemens Energy AG Ordinary Shares3.24%
Industria De Diseno Textil SA Share From Split3.11%
CaixaBank SA3.00%
Banco Bilbao Vizcaya Argentaria SA2.84%
UniCredit SpA2.81%
AstraZeneca PLC2.77%
TotalEnergies SE2.72%
Top exposures represent up to 15 of the fund's largest exposures for each category. Allocation percentages may not sum up to 100% and can include negative values due to rounding or trading activities by the underlying fund managers, including short positions.
Fund fees
0.95% p.a.
Fund facts
ISIN
LU2572953623
Fund house
Jupiter
Fund size
S$1.2B
As of 01 Jun 2026
Fund benchmark
MSCI Europe NR EUR
Fund inception date
16 Jan 2023
Fund class currency
SGD
Fund share class
D SGD Acc
Oldest share class ISIN
LU0260085492
Oldest share inception date
17 Aug 2001
Pricing frequency
Daily

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