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Jupiter China

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Our initial charge: 1.00% (80.95% off standard charge) See below

Quick Stats
Fund currencyGBX Change on day-0.14% Sector Asia Pacific Excluding Japan
Bid price84.28 YTD return64.96% Fund Size (£m) 162
Mid pricen/a Yield0.00% Fund typeUKA
Offer price89.71 TypeGrowth Launch Date20-10-2006
Fund Objective
To achieve long-term capital growth through investing principally in companies in China (including Hong Kong) but may also invest in companies operating in other countries which, in the Manager's opinion, conduct a material proportion of their business in China (including Hong Kong) or derive a material proportion of their earnings from activities in China. The Manager will only enter into derivative transactions for the purpose of efficient portfolio management and not for investment.
Fund Ratings
Interactive Investor Risk Rating Financial Express Crown Rating
Risk Level High Finex Crown Ratings n/a
Performance Against Sector
Total returns Fund +/- Sector +/-
1 year +109.08% +78.78%
3 year +66.46% +40.34%
5 year n/a +110.81%
12 Month Performance
High 84.38
Low 40.19
Fund Performance
Fund performance graph
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Manager Information
Name Start Date Biography
Philip Ehrmann 20-10-2006 Philip Ehrmann joined Jupiter in October 2006 and launched the Jupiter China Fund (Unit Trust) during the same month; he is also managing the Jupiter Asian Fund (Unit Trust) and Jupiter Asia Pacific Hedge Fund (launched in April 2007). He is a Director of Jupiter Asset Management Limited. Philip started his career in 1981 in institutional equity sales, focusing on US West Coast growth companies, before moving to Invesco in 1984, as a portfolio manager specialising in North American equities. In 1990, Philip was appointed a partner and Head of the Emerging Market's desk. In 1995, he moved to Gartmore as Head of Global Emerging Markets before being appointed as the head of Pacific and Emerging Markets. In 2000, he was named Fund Manager of the Year, Emerging Markets, by Investment Week. Philip studied Economics at the London School of Economics with a BSc (Hons.) degree in Economics, Industry and Trade.
Current Market Information
Bid 84.28
Mid n/a
Offer 89.71
Change -0.13 (-0.14%)
XD (ex-dividend)
Price Date 20-11-2009
Purchase Information
Min. Single Investment £20
Min Regular Savings £20
Ex-Dividend Date(s) 1 Sep
ISA Yes
Pep Yes
Charges
Standard (Fund Manager) Initial Charge 5.25%
Interactive Investor Initial Charge 1.00% (80.95% off standard charge)
Annual Management Charge (AMC) 1.5%
Total Expenses Ratio (TER) 1.8%
Fund codes
ISIN Code GB00B1DTDX49
MEX Code RWCHAC

The pricing, performance, charts and/or news information provided above is only for your personal information and use and is not intended to address your particular requirements or to be relied upon in making (or refraining from making) any specific investment or other decisions. Interactive Investor Trading Limited and its Data Providers do not warrant the accuracy, timeliness or suitability of any information provided above. Such information shall not constitute any form of advice or recommendation by us. Where you are unsure about any matters raised by the above information you should obtain appropriate expert independent advice.

Past performance of an investment is not necessarily a guide to its performance in the future. The value of investments or income from them may go down as well as up. You may not necessarily get back the amount you invested.