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Jupiter M.World Equ.Fd.I GBP/  IE00B8XXJW62  /

Fonds
NAV26/09/2024 Chg.+0.0279 Type of yield Investment Focus Investment company
13.3665GBP +0.21% reinvestment Equity Worldwide Jupiter AM (EU) ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2022 - - - - - - - 0.75 -4.55 0.66 3.05 -1.86 -
2023 3.97 1.63 -1.79 -0.11 0.82 2.57 2.89 -0.26 -0.56 -3.08 5.98 5.79 +18.88%
2024 2.19 2.87 4.52 -1.47 0.86 2.85 -0.32 -0.43 0.76 - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 11.34% 12.24% 10.96% -% -%
Sharpe ratio 1.21 0.20 1.62 - -
Best month +5.79% +4.52% +5.98% +5.98% -
Worst month -1.47% -1.47% -3.08% -4.55% -
Maximum loss -6.44% -6.44% -6.44% - -
Outperformance - - - - -
 
All quotes in GBP

Share classes

Name   Type of yield Repurchase p. 1 Year 3 Years
Jupiter M.World Equ.Fd.S GBP reinvestment 45.5363 +20.73% +30.91%
Jupiter M.World Equ.Fd.U1 GBP reinvestment 30.4970 +21.12% +32.20%
Jupiter M.World Equ.Fd.I GBP reinvestment 13.3665 +21.10% -
Jupiter Merian World Equity Fund... reinvestment 40.2755 +30.59% +22.21%
Jupiter Merian World Equity Fund... reinvestment 38.0123 +29.94% +20.40%
Jupiter M.World Equ.Fd.C2 USD reinvestment 20.8312 +30.59% +22.23%
Jupiter M.World Equ.Fd.I EUR reinvestment 28.1492 +26.23% +35.20%
Jupiter M.World Equ.Fd.I USD reinvestment 33.2778 +32.90% +28.79%
Jupiter M.World Equ.Fd.L EUR reinvestment 25.1946 +25.28% +32.20%
Jupiter M.World Equ.Fd.L EUR H reinvestment 19.5325 +29.47% +16.97%
Jupiter Merian World Equity Fund... reinvestment 3.0160 +31.90% +25.94%

Performance

YTD  
+12.31%
6 Months  
+2.88%
1 Year  
+21.10%
3 Years     -
5 Years     -
10 Years     -
Since start  
+32.55%
Year
2023  
+18.88%