Alex Darwall | Jupiter European
Tue 02 February | Duration: 10:00
Alex Darwall, manager of the Jupiter European Fund, explains how the portfolio’s construction prior to the credit crisis, namely the focus on strong businesses with robust balance sheets and good cash flow, aided performance last year. He concentrates on structural, as opposed to cyclical growth opportunities, and illustrates this with sector and stock-specific examples. He also explains that he sees indirect exposure to emerging market growth as a key factor for the fund moving forwards.
Past performance is not a guide to the future. Please note that investments can fall in value as well as rise, and therefore you could get back less than you invested. Any investment in an emerging market should be seen as higher risk.
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Government reforms all important in Japan
Simon Somerville | Jupiter Japan Income
Tue 02 February | Duration: 9:54
Simon Somerville, manager of the Jupiter Japan Income Fund, explains how the Japanese economy’s exposure to the global consumer meant it was one of the worst hit by the global downturn.
Earnings growth is the key to success in China
Philip Ehrmann | Jupiter China
Tue 02 February | Duration: 7:39
Philip Ehrmann, manager of the Jupiter China Fund, explains why he believes the fund could potentially grow significantly this year; perhaps by 25%.