Jupiter Financial Opportunities Fund L IncRegister to Unlock Ratings |
Performance History | 30/06/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 15.4 | 7.0 | -20.9 | 8.8 | 13.0 |
![]() | +/-Cat | 19.6 | -16.4 | -18.1 | -4.5 | 2.9 |
![]() | +/-B’mrk | - | -15.3 | -22.2 | -0.8 | 2.3 |
Category: Sector Equity Financial Services | ||||||
Category Benchmark: Morningstar Gbl Fin Svc TME... |
Key Stats | ||
NAV 15/07/2024 | GBX 851.41 | |
Day Change | 0.04% | |
Morningstar Category™ | Sector Equity Financial Services | |
IA (formerly IMA) Sector | Financials and Financial Innovation | |
ISIN | GB0004790191 | |
Fund Size (Mil) 12/07/2024 | GBP 437.20 | |
Share Class Size (Mil) 15/07/2024 | GBP 25.10 | |
Max Initial Charge | - | |
Ongoing Charge 16/02/2024 | 1.74% |
Investment Objective: Jupiter Financial Opportunities Fund L Inc |
To provide capital growth over the long term (at least five years). At least 70% of the Fund is invested in shares of companies in the financial services and related sectors based anywhere in the world. Up to 30% of the Fund may be invested in other assets, including shares of other companies, open-ended funds (including funds managed by Jupiter and its associates), cash and near cash |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Guy de Blonay 01/06/2010 | ||
Inception Date 02/06/1997 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI/Financials NR LCL | Morningstar Gbl Fin Svc TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Jupiter Financial Opportunities Fund L Inc | 31/05/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 5.38 |
![]() | ![]() | 5.24 |
![]() | ![]() | 5.11 |
![]() | ![]() | 4.93 |
![]() | ![]() | 4.88 |
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Jupiter Financial Opportunities Fund L Inc |