Jupiter European Select Fund(LU2259627821)
- Equities
- Europe
- USD Cash
- Accumulating
The Fund seeks to achieve long term capital growth by exploiting special investment opportunities in Europe.
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.
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.
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.
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.
Endowus offers retail share class with 100% trailer fee rebated back to Endowus investors to achieve lower cost of access.
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.
Daily data. Returns as of 13 Sep 2026.
| Year | Total | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| 2026 | - | 7.0% | 3.3% | -11.2% | 8.6% | 3.8% | -0.4% | 1.6% | 1.9% | - | - | - | - |
| 2025 | 25.9% | 7.5% | -1.1% | -2.4% | 3.7% | 5.4% | 2.0% | -1.0% | 2.0% | 0.2% | 2.1% | 0.9% | 4.4% |
| 2024 | -7.4% | -0.6% | 1.6% | 2.0% | -3.3% | 3.4% | -1.1% | 0.2% | 2.4% | 0.2% | -7.7% | -2.8% | -1.4% |
| 2023 | 22.1% | 6.8% | 1.9% | 3.6% | 1.1% | -0.8% | 1.5% | 3.9% | -4.1% | -5.9% | -4.6% | 10.8% | 7.3% |
| 2022 | -27.1% | -14.0% | -3.6% | 2.6% | -7.8% | -1.5% | -12.8% | 11.0% | -8.8% | -9.9% | 8.0% | 10.1% | -0.2% |
| Load more | 5 of 7 | ||||||||||||
| ASML Holding NV | 4.73% |
| Anheuser-Busch InBev SA/NV | 4.03% |
| Linde PLC | 3.85% |
| Industria De Diseno Textil SA Share From Split | 3.63% |
| AstraZeneca PLC | 3.30% |
| Banco Bilbao Vizcaya Argentaria SA | 3.28% |
| London Stock Exchange Group PLC | 3.24% |
| RELX PLC | 3.17% |
| CaixaBank SA | 2.99% |
| TotalEnergies SE | 2.97% |
Disclaimer: ©2025 Morningstar. All Rights Reserved. The information contained here relating to a particular collective investment scheme: (1) is proprietary to Morningstar Research Pte. Limited and/or its content providers (“Information Provider(s)“) unless otherwise specified; and (2) may not be copied or distributed. Neither the Information Provider nor Endowus guarantee or endorse the accuracy, reliability, completeness or timeliness of the information, or are responsible for any damages or losses arising from any use of this information. Further, for technical reasons, certain information provided by Information Provider may be different from that supplied by the respective fund houses.
This website is for information purposes only and is not and should not be construed as an offer or the solicitation of an offer or a recommendation for the purchase or sale of any investment or subscribe for, or to participate in, any services. Any opinion or estimate above is made on a general basis and none of Endowus, nor any of its affiliates, representatives, or agents have given any consideration to nor have made any investigation of the objective, financial situation, or particular need of any user, reader, any specific person or group of persons. Opinions expressed herein are subject to change without notice. You should carefully consider whether any investment views and investment products/services are appropriate in view of your investment experience, objectives, financial resources and relevant circumstances or seek financial advice via Endowus' platform.
Investment involves risk. The value of investments and the income from them can go down as well as up, and you may not get the full amount you invested. Past performance is not an indicator nor a guarantee of future performance. Rates of exchange may cause the value of investments to go up or down. Individual stock performance does not represent the return of a fund.
You are responsible for downloads from this website. Endowus does not warrant that any downloads from this website will meet your needs or expectations, or be uninterrupted, secure, or error free or that any files available for downloading through this website are free of computer viruses or other harmful components. You alone are responsible for ensuring adequate protection and backup of data, software, computer, and other equipment is made and appropriate safeguard is in place to detect, prevent and eliminate computer viruses and other harmful effects. Neither Endowus nor the Information Provider will be responsible for any costs or expenses which may be incurred if your use of this website or if any downloads results in any servicing or replacement of property, material, equipment, or data.
This advertisement has not been reviewed by the Monetary Authority of Singapore.