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

Fonds
NAV2024-09-06 Chg.-0.0778 Type of yield Investment Focus Investment company
12.9520GBP -0.60% 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 -2.37 - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 11.53% 12.42% 11.05% -% -%
Sharpe ratio 0.85 0.30 1.23 - -
Best month +5.79% +4.52% +5.98% +5.98% -
Worst month -2.37% -2.37% -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 44.1291 +16.70% +24.89%
Jupiter M.World Equ.Fd.U1 GBP reinvestment 29.5493 +17.09% +26.13%
Jupiter M.World Equ.Fd.I GBP reinvestment 12.9520 +17.07% -
Jupiter Merian World Equity Fund... reinvestment 38.4512 +20.62% +13.64%
Jupiter Merian World Equity Fund... reinvestment 36.2989 +20.02% +11.95%
Jupiter M.World Equ.Fd.C2 USD reinvestment 19.8868 +20.62% +13.65%
Jupiter M.World Equ.Fd.I EUR reinvestment 26.9610 +18.70% +27.94%
Jupiter M.World Equ.Fd.I USD reinvestment 31.7388 +22.75% +19.76%
Jupiter M.World Equ.Fd.L EUR reinvestment 24.1410 +17.81% +25.10%
Jupiter M.World Equ.Fd.L EUR H reinvestment 18.6584 +19.60% +8.84%
Jupiter Merian World Equity Fund... reinvestment 2.8777 +21.83% +17.11%

Performance

YTD  
+8.82%
6 Months  
+3.55%
1 Year  
+17.07%
3 Years     -
5 Years     -
10 Years     -
Since start  
+28.44%
Year
2023  
+18.88%