FUNDS - Jupiter China Select
Last update on: 12/08/2020

Jupiter China Select

Investment Trusts
Jupiter Asset Management
Asset Manager
Jupiter Asset Management

Fund data (Equity Fund)

Fund size

(as of 31/07/2020)

5.49 mil. USD
Share class size

(as of 31/07/2020)

0.07 mil. USD
ISIN LU0329070832
Fund price (as of 12/08/2020)
Offer 10.96 US-Dollar
Bid 10.96 US-Dollar

Growth (as of 12/08/2020) *

10 Years 27.00 %
5 Years -3.26 %
3 Years -7.53 %
1 Year -2.10 %
Current year -10.31 %
Benchmark MSCI Zhong Hua Index $

* in Euro (€)

Master data of Funds
Launch date 11/12/2009
Available in AT, BE, CH, DE, ES, FI, FR, GB, GG, HK, IE, IT, JE, LU, MT, NL, PT, SE
Fund type Equity Fund
Kind of fund Sustainability and ethical funds / Sustainability-/ Ethical fund
Aim of investment The investment objective of the Fund is to achieve long term capital growth by investing in companies that are considered by the Investment Manager to be well positioned to benefit from secular trends associated with the environmentally, socially and economically sustainable development of Greater China.
Investment strategy The Fund will seek to derive its returns through a portfolio of companies that conduct a material proportion of their business in Greater China or derive a material proportion of their earnings from activities in Greater China.
The Investment Manager will seek to identify the secular trends related to important developments in Greater China’s economy. The Investment Manager will, as a result, target investments in companies that are both well positioned to benefit from the long term growth characteristics of their sectors and which are able to withstand competitive pressure on their operating margins.
Investment process n.s.
Positive criteria n.s.
Negative criteria for stocks and corporate bonds n.s.
Negative criteria for government bonds n.s.
Research done by InHouse