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

Fonds
NAV8/2/2024 Chg.-0.3651 Type of yield Investment Focus Investment company
13.1361GBP -2.70% 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 -1.40 - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 10.14% 10.38% 10.05% -% -%
Sharpe ratio 1.46 1.29 1.51 - -
Best month +5.79% +4.52% +5.98% +5.98% -
Worst month -1.47% -1.47% -3.08% -4.55% -
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 37.7848 +16.22% +14.77%
Jupiter Merian World Equity Fund... reinvestment 35.6868 +15.64% +13.07%
Jupiter M.World Equ.Fd.C2 USD reinvestment 19.5421 +16.22% +14.78%
Jupiter M.World Equ.Fd.S GBP reinvestment 44.7672 +18.39% +31.34%
Jupiter M.World Equ.Fd.U1 GBP reinvestment 29.9672 +18.77% +32.64%
Jupiter M.World Equ.Fd.I GBP reinvestment 13.1361 +18.79% -
Jupiter M.World Equ.Fd.I EUR reinvestment 27.1421 +19.95% +32.86%
Jupiter M.World Equ.Fd.I USD reinvestment 31.1364 +18.27% +20.95%
Jupiter M.World Equ.Fd.L EUR reinvestment 24.3206 +19.05% +29.90%
Jupiter M.World Equ.Fd.L EUR H reinvestment 18.3396 +15.12% +9.96%
Jupiter Merian World Equity Fund... reinvestment 2.8252 +17.39% +18.28%

Performance

YTD  
+10.37%
6 Months  
+8.18%
1 Year  
+18.79%
3 Years     -
5 Years     -
10 Years     -
Since start  
+30.27%
Year
2023  
+18.88%