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Jupiter China Equity Fund, U1 GBP Acc/  IE00BFWH3B58  /

Fonds
NAV6/20/2025 Chg.+0.0943 Type of yield Investment Focus Investment company
16.8933GBP +0.56% reinvestment Equity Greater China Jupiter AM (EU) ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2021 - 0.23 -4.50 0.64 -1.18 2.09 -13.45 0.59 0.30 -0.43 -3.19 -3.29 -20.28%
2022 -4.76 -1.67 -4.52 1.73 0.56 10.42 -8.67 5.17 -8.12 -20.03 19.64 6.26 -9.37%
2023 7.26 -7.05 2.05 -6.18 -9.25 2.80 6.82 -6.14 -1.58 -1.76 -3.95 -3.71 -20.15%
2024 -9.78 8.62 -1.45 6.02 -0.54 0.18 -3.23 -1.14 16.81 0.99 0.71 5.57 +22.41%
2025 0.80 8.29 1.82 -4.31 2.54 1.66 - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 25.48% 24.86% 22.76% 23.50% -%
Sharpe ratio 0.89 0.92 1.24 -0.05 -
Best month +8.29% +8.29% +16.81% +19.64% +19.64%
Worst month -4.31% -4.31% -4.31% -20.03% -20.03%
Maximum loss -16.68% -16.68% -16.68% -37.53% -
Outperformance - - - - -
 
All quotes in GBP

Share classes

Name   Type of yield Repurchase p. 1 Year 3 Years
Jupiter China Equity Fund, S GBP... reinvestment 22.5792 +29.72% +1.33%
Jupiter China Equity Fund, U1 GB... reinvestment 16.8933 +30.20% +2.31%
Jupiter China Equity Fund, C USD... reinvestment 23.3935 +35.21% +4.92%
Jupiter China Equity Fund, B USD... reinvestment 26.3275 +35.89% +6.52%
Jupiter China Equity Fund, C2 US... reinvestment 13.4404 +35.89% +6.52%
Jupiter China Equity Fund, L USD... reinvestment 58.4074 +37.41% +10.06%

Performance

YTD  
+10.86%
6 Months  
+11.68%
1 Year  
+30.20%
3 Years  
+2.31%
5 Years     -
10 Years     -
Since start
  -21.72%
Year
2024  
+22.41%
2023
  -20.15%
2022
  -9.37%
2021
  -20.28%