Overview
European Opportunities Trust (formerly Jupiter European Opportunities : JEO) objective is to invest in securities of European companies and in sectors or geographical areas which are considered by the Investment Manager to offer good prospects for capital growth, taking into account economic trends and business development.
The Investment Manager adopts a stock picking approach. He seeks companies where the ownership structure and incumbent management are conducive to achieving superior long-term earnings growth. He likes strong management records and teams and management with the ability to explain and account for its actions. Proprietary technology and other factors which indicate a sustainable competitive advantage and a reasonable expectation of long-term growth of demand for products or services are seen as attractive as is a belief, by the manager that structural changes are likely to benefit rather than negatively impact the company’s prospects.
you can access its website here
Fundamentals
Price
Research History
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07 Jul 2020 10 min read
QuotedData’s Investment Companies Roundup – July 2020
Investment Companies Roundup Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments Table of contents New research Performance data Discounts and premiums Money in and out Major news stories Income Events Guide Appendix – Performance by sector full list New research Here is a list of research we published over June: CQS New City High Yield – […]
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19 Jun 2020 2 min read
QuotedData’s weekly roundup 19 June 2020
James Carthew’s weekly news roundup show for Friday, 19 June, covers investing in batteries, Tritax Big Box REIT’s new shed for Amazon, the potential demise of Gabelli Value Plus+ (we always hated the ‘+’), why Lindsell Train’s managers should have taken the performance fee that they earned and European Opportunities big loss on Wirecard. It also […]
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10 Mar 2020 9 min read
QuotedData’s Economic Roundup – March 2020
Economic & Political Roundup Kindly sponsored by Polar Capital and Allianz A collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you […]
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07 Feb 2020 9 min read
QuotedData’s Investment Companies Roundup – February 2020
Investment Companies Roundup Kindly sponsored by Baillie Gifford Table of contents New research In this issue Performance data Discounts and premiums Money in and out Major news stories Income Events Guide New research Here is a list of research we published over January: An annual overview note on Shires Income (SHRS) “Shires Income (SHRS) will […]
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07 Oct 2019 8 min read
QuotedData’s economic roundup – October 2019
Economic & Political Roundup Kindly sponsored by Polar Capital and Allianz A collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you […]
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08 May 2019 4 min read
QuotedData’s investment companies roundup – May 2019
Investment Companies Roundup New research Over April, we published notes on Henderson Diversified Income, Ecofin Global Utilities and Infrastructure, Jupiter Emerging and Frontier Income, Seneca Global Income & Growth and Polar Capital Global Financials Trust. You can read all these notes by clicking on the links above or by visiting www.quoteddata.com. In this issue Performance data – it was […]
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22 Mar 2019 2 min read
QuotedData’s economic roundup – March 2019
QuotedData’s economic roundup – March 2019 is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell […]
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13 Nov 2018 2 min read
QuotedData’s economic roundup – November 2018
QuotedData’s economic roundup – November 2018 is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell any […]
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14 Sep 2018 1 min read
QuotedData’s investment companies roundup – September 2018
QuotedData’s investment companies roundup – September 2018 is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of August 2018. Kindly sponsored by Baillie Gifford. Money raised and returned in August GRIT Real Estate Income floated on the UK Stock Exchange in […]
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13 Mar 2018 2 min read
QuotedData’s Economic round up – March 2018
QuotedData’s economic round up – March 2018 is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell […]
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07 Mar 2018 2 min read
QuotedData releases 2018 Investment Companies Guide
QuotedData has released the 2018 edition of its highly-regarded Investment Companies Guide. Building on the success of last year’s publication and updated to reflect developments within the sector, the Guide harnesses QuotedData’s wide-ranging distribution capabilities to reach over 100,000 self-directed investors and their advisers. Two versions: In PDF 2018 Investment Companies Guide Final Version Or Accessed Via […]
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18 Jan 2018 2 min read
QuotedData – 2017 review of the year
QuotedData – 2017 review of the year – Many commentators, including us, were wary going into 2017. In the event, economic growth and markets surprised on the upside: US markets hit new highs despite three interest rate rises. Perceived low/no growth areas such as Europe and Japan burst into life. Asia’s technology stocks surged. India’s […]
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10 Jul 2017 1 min read
Analyst Presentation Series – The QuotedData guide to quoted investment companies
Next event: Part 3 webinar/conference call Tuesday 5 September 2017 at 2pm QuotedData’s analysts are making a series of presentations based on our guide to investment companies. These are free, open to all and can be accessed either over the internet as a ‘webinar’ (see link below) or via a conference call (see below for dial-in details). To […]
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31 Jan 2017 1 min read
QuotedData – 2016 review of the year
Our review of 2016 includes performance data, significant moves in discounts and premiums, money raised and money handed back, major news stories and links to the research we have published including our guide to investment companies. 2016 Annual roundup
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02 Nov 2016 1 min read
QuotedData’s guide to analysing and selecting quoted investment companies
The QuotedData independent guide to investment companies aims to help investors and financial advisers better understand investment companies and help them make better informed investment decisions. We hope that the guide will help clarify the jargon that appears in many of the communications from the investment world. It is designed to build investors’ knowledge, starting […]
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13 Oct 2016 1 min read
QuotedData’s round up of views on the global economy – October 2016
QuotedData’s collation of recent insights on markets and economies taken from comments made by chairman and managers of investment companies. october-economic-and-political-roundup
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1 min read
QuotedData investment companies roundup – October 2016
Our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of September 2016. october-investment-companies-roundup
News
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24 Sep 2020 7 min read
European Opportunities talks about Wirecard
European Opportunities talks about Wirecard – European Opportunities Trust has published results for the year ended 31 May 2020. The trust beat its benchmark, returning 0.1% against -1.9% for the MSCI Europe. However, a widening of the discount left shareholders with a return of -6.9%. In many ways though, all the ‘excitement’ happened after the year […]
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18 Jun 2020 1 min read
Wirecard revelations hit Darwall’s European Opportunities Trust
Revelations that the German payment company, Wirecard, cannot account for €1.9bn of cash on its balance sheet have hit Alexander Darwall’s European Opportunities Trust hard. Darwall has been a longstanding investor in Wirecard and it is the trust’s largest holding. Wirecard’s shares crashed after its auditor Ernst & Young refused to sign off its accounts, […]
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03 Oct 2019 2 min read
Jupiter European confirms manager change
Jupiter European confirms manager change – Since the announcement on 1 July 2019 regarding Alexander Darwall’s intention to establish a new investment management company, Devon Equity Management Limited, the board of Jupiter European Opportunities has undertaken a consultation with major shareholders and also appointed a firm of specialist professional advisers to conduct a due diligence exercise […]
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02 Jul 2019 1 min read
Jupiter European manager heads for exit
Jupiter European manager heads for exit – Jupiter Fund Management and portfolio manager Alexander Darwall have spoken to the board of Jupiter European Opportunities Trust about the future management of the trust. Alexander Darwall has taken preparatory steps to launch a new investment management company, Devon Equity Management Limited, to be based in London. He is […]
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01 Apr 2019 2 min read
Jupiter’s Alexander Darwall to focus on European Opportunities
Jupiter’s Alexander Darwall to focus on European Opportunities – will hand over £7.7b open-ended funds – Investors in Jupiter European Opportunities trust (JEO) are likely to welcome today’s announcement that the trust’s manager, Alexander Darwall, is relinquishing control of Jupiter’s £5.3b and £2.4b European and European Growth open-ended funds to focus on JEO. Jupiter are […]
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02 Oct 2018 3 min read
Jupiter European pays £13m performance fee
Jupiter European pays £13m performance fee – During the twelve months to 31 May 2018, the total return on Jupiter European Opportunities’ net asset value was 10.2%. This compares with a return of 0.9% on the benchmark index and a total return on the middle market price of 11.3%. During the financial year to 31 May 2018 a […]
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28 Sep 2017 2 min read
Jupiter European sticking with Novo Nordisk
Jupiter European sticking with Novo Nordisk – Jupiter European Opportunities says that, for the financial year to 31 May 2017, its total return on net assets was 30.5%, which compares with 35.7% for the benchmark. The total return on the shares was 30.6%. There is a 6.5p dividend. The manager says that the underperformance is partly explained by sector weightings – […]
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22 Feb 2017 3 min read
Jupiter European has difficult first half
Over the six months to 30 November 2016 the Net Asset Value per share of Jupiter European Opportunities rose by 1.2 per cent. This performance was behind the return on the benchmark index, which increased by 10.9 per cent. over the same period. It would be tempting to attribute this short period of underperformance to […]
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20 Sep 2016 3 min read
Jupiter European outperforms again
Jupiter European Opportunities’ results for the year ended 31 May 2016 have been published. The total return on the net asset value per share was 0.8 per cent. during the twelve months under review, which compares with a fall of 3.7 per cent. in the Company’s benchmark, the FTSE World Europe ex UK Index during […]
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06 May 2016 3 min read
JPMorgan Elect results show small falls in NAVs
JPMorgan Elect has published its interim results. For the half year ended 29th February 2016, the total return on the company’s net assets was -1.3% for the Managed Growth portfolio and -1.1% for the Managed Income portfolio. The total return on the Managed Cash portfolio was +0.3%. The Managed Growth portfolio has delivered a total […]
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28 Apr 2016 1 min read
Investors shun European trusts amid growth fears
Discounts on European investment trusts have widened as worries over the continent weigh on investors. you can read the full article here
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05 Feb 2016 2 min read
Further outperformance from Jupiter European Opportunities
Jupiter European Opportunities published its interim results on 4 February. Over the six months to the end of November 2015, the total return on net assets was 3.1%, well ahead of the -4.7% returned posted by the FTSE World Europe ex UK index. Demand for the company’s shares (£35m worth of new shares were issued […]
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16 Sep 2015 3 min read
Jupiter European Opportunities manager gets well deserved performance fee
Jupiter European Opportunities reports its annual results for the year ended 31 May 2015. Over the year its net asset value rose by 21.1% and the share price by 19.8%, a superb results when compared to the FTSE World European ex UK Index which rose by 4.7%. There is a dividend of 3.8p. The performance was […]
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27 May 2015 1 min read
Jupiter European Smaller edges ahead
Jupiter European Smaller Companies has announced results for the year ended 31 March 2015. The headline figures aren’t exciting – the net asset value total return was 0.3% which compares to a 0.1% return on the fund’s benchmark and a -1.4% return to shareholders as the discount widened slightly. The total dividend for the year […]
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29 Jan 2015 1 min read
Onwards and upwards for Jupiter European
Jupiter European Opportunities has announced interim results for the six months to the end of November 2014. The fund outperformed its benchmark, delivering a 3.4% return on NAV as compared to a 0.4% fall in the FTSE Word Europe ex UK Index. The shares moved from trading at a small premium to trading at a […]
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11 Oct 2014 1 min read
Jupiter Primadona discount narrowing offsets underperformance
JPG : Jupiter Primadona discount narrowing offsets underperformance Jupiter Primadona Growth has published its results for the year that ended on 30 June 2014. Over the year it generated a return on net assets of 9.7%, underperforming its benchmark, but shareholders did much better than that as the rating on the fund improved significantly, eliminating the […]
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05 Sep 2014 1 min read
Jupiter European lags benchmark
JEO : Jupiter European lags benchmark Jupiter European Opportunities Trust has published its results for the year ended 31 May 2014. Over that period the net asset value rose by 11.8% vs. 13.4% for the FTSE World Europe ex UK Index. The company’s share price rose by 12.2%. The fund is paying a maintained dividend […]
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27 Jan 2014 1 min read
Jupiter European Opportunities : JEO – half year report
Jupiter European has released results for the half year to 30 November 2013. Over the period the fund lagged the return on the FTSE World Europe ex UK index – the NAV returned 3.6% while the index returned 6.8%. The Board say relative performance has improved since the end of the period and now for […]
Upcoming Events
In The Press
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07 Feb 2021 1 min read
Investment trust insider on European Opportunities
Investment trust insider on European Opportunities – James Carthew: Why I’m giving Darwall benefit of the doubt A lot has happened to European Opportunities (JEO) since I last wrote about it in October 2019. Back in 2019, I questioned the wisdom of the size of its holding in Wirecard. This was well-founded as it turned […]
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22 Oct 2019 2 min read
Investment trust insider on European trusts
Investment trust insider on European trusts – James Carthew: where I should have put my Darwall dough The board of Jupiter European Opportunities (JEO) has agreed terms with Devon Equity Management, the new management company established by Alexander Darwall. It will move across from Jupiter to Devon on 15 November. Jupiter is entitled to fees […]