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Jupiter M.World Equ.Fd.U1 GBP/  IE00BFWH3R19  /

Fonds
NAV20/06/2024 Chg.+0.1840 Type of yield Investment Focus Investment company
30.5412GBP +0.61% reinvestment Equity Worldwide Jupiter AM (EU) ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2020 - - - - - - - 5.21 -0.05 -1.88 8.50 2.22 -
2021 1.52 -0.03 5.47 4.64 -0.87 2.91 1.03 3.96 -2.22 1.07 3.09 1.95 +24.66%
2022 -6.91 -0.55 5.58 -2.76 0.04 -5.10 6.38 0.73 -4.55 0.65 3.05 -1.87 -6.07%
2023 3.97 1.63 -1.81 -0.13 0.80 2.56 2.89 -0.27 -0.56 -3.09 5.98 5.79 +18.77%
2024 2.18 2.86 4.53 -1.46 0.87 2.40 - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 9.41% 9.38% 9.87% 13.39% -%
Sharpe ratio 2.51 2.66 2.16 0.61 -
Best month +5.79% +5.79% +5.98% +6.38% -
Worst month -1.46% -1.46% -3.09% -6.91% -
Maximum loss -3.69% -3.69% -5.23% -13.90% -
Outperformance +4.29% - +5.77% - -
 
All quotes in GBP

Share classes

Name   Type of yield Repurchase p. 1 Year 3 Years
Jupiter Merian World Equity Fund... reinvestment 38.4594 +22.14% +21.55%
Jupiter Merian World Equity Fund... reinvestment 36.3453 +21.53% +19.75%
Jupiter M.World Equ.Fd.C2 USD reinvestment 19.8910 +22.14% +21.55%
Jupiter M.World Equ.Fd.S GBP reinvestment 45.6421 +24.67% +38.55%
Jupiter M.World Equ.Fd.U1 GBP reinvestment 30.5412 +25.08% +39.92%
Jupiter M.World Equ.Fd.I GBP reinvestment 13.3889 +25.11% -
Jupiter M.World Equ.Fd.I EUR reinvestment 27.8153 +26.24% +41.74%
Jupiter M.World Equ.Fd.I USD reinvestment 31.6273 +24.30% +28.09%
Jupiter M.World Equ.Fd.L EUR reinvestment 24.9458 +25.30% +38.60%
Jupiter M.World Equ.Fd.L EUR H reinvestment 18.6818 +20.91% +16.56%
Jupiter Merian World Equity Fund... reinvestment 2.8722 +23.37% +25.26%

Performance

YTD  
+11.83%
6 Months  
+13.40%
1 Year  
+25.08%
3 Years  
+39.92%
5 Years     -
10 Years     -
Since start  
+72.48%
Year
2023  
+18.77%
2022
  -6.07%
2021  
+24.66%