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

Fonds
NAV6/24/2024 Chg.-0.0175 Type of yield Investment Focus Investment company
13.3194GBP -0.13% 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 2.49 - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 9.35% 9.19% 9.80% -% -%
Sharpe ratio 2.45 2.48 2.35 - -
Best month +5.79% +5.79% +5.98% - -
Worst month -1.47% -1.47% -3.08% - -
Maximum loss -3.69% -3.69% -5.21% - -
Outperformance - - - - -
 
All quotes in GBP

Share classes

Name   Type of yield Repurchase p. 1 Year 3 Years
Jupiter Merian World Equity Fund... reinvestment 38.1619 +23.77% +18.67%
Jupiter Merian World Equity Fund... reinvestment 36.0622 +23.16% +16.92%
Jupiter M.World Equ.Fd.C2 USD reinvestment 19.7372 +23.77% +18.67%
Jupiter M.World Equ.Fd.S GBP reinvestment 45.4038 +26.09% +36.61%
Jupiter M.World Equ.Fd.U1 GBP reinvestment 30.3829 +26.50% +37.96%
Jupiter M.World Equ.Fd.I GBP reinvestment 13.3194 +26.53% -
Jupiter M.World Equ.Fd.I EUR reinvestment 27.6004 +27.99% +39.23%
Jupiter M.World Equ.Fd.I USD reinvestment 31.3887 +25.94% +25.07%
Jupiter M.World Equ.Fd.L EUR reinvestment 24.7510 +27.03% +36.14%
Jupiter M.World Equ.Fd.L EUR H reinvestment 18.5355 +22.53% +13.79%
Jupiter Merian World Equity Fund... reinvestment 2.8503 +25.01% +22.30%

Performance

YTD  
+11.91%
6 Months  
+12.15%
1 Year  
+26.53%
3 Years     -
5 Years     -
10 Years     -
Since start  
+32.08%
Year
2023  
+18.88%