Jupiter European Smaller Companies Fund

This a new strategy launched just over 12 months ago. The team ran the successful Threadneedle European Smaller Companies Fund, with around e3 to 4 billion and top quartile performance. Being new, this strategy is much smaller at around e200 million.

As a fund manager Mark has outperformed his peer group 70% of the time, and 100% of the time in falling markets. There is an assumption that success repeats and follows the manager, and this can be true. However it is also worth reflecting that the team can also play a part. At this stage it is hard to judge, although performance since the launch of this strategy has been strong.

The focus is on good high-quality companies at attractive prices, and this worked well during 2020. The types of companies they hold have consistent traits – carefully financed, strong margins, leaders in sectors (so strong get stronger)…..read more

Fund Facts Morningstar

Notes

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