Jupiter Financial Innovation Class L USD AccRegister to Unlock Ratings |
Performance History | 30/06/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 30.4 | 3.8 | -32.7 | 13.0 | 14.9 |
![]() | +/-Cat | 34.6 | -19.6 | -30.0 | -0.2 | 4.8 |
![]() | +/-B’mrk | - | -18.5 | -34.1 | 3.5 | 4.2 |
Category: Sector Equity Financial Services | ||||||
Category Benchmark: Morningstar Gbl Fin Svc TME... |
Key Stats | ||
NAV 15/07/2024 | USD 15.84 | |
Day Change | 0.62% | |
Morningstar Category™ | Sector Equity Financial Services | |
ISIN | LU0262307720 | |
Fund Size (Mil) 15/07/2024 | EUR 43.90 | |
Share Class Size (Mil) 15/07/2024 | USD 31.67 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 30/09/2023 | 0.22% |
Investment Objective: Jupiter Financial Innovation Class L USD Acc |
To achieve capital growth in the long term by investing in equity and equity related securities linked to financial innovation. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Guy de Blonay 01/01/2015 | ||
Inception Date 10/07/2007 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI/Financials GR USD | Morningstar Gbl Fin Svc TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Jupiter Financial Innovation Class L USD Acc | 31/05/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 7.70 |
![]() | ![]() | 6.42 |
![]() | ![]() | 5.06 |
![]() | ![]() | 4.79 |
![]() | ![]() | 4.79 |
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Jupiter Financial Innovation Class L USD Acc |