Jupiter Financial Opportunities Fund J AccRegister to Unlock Ratings |
Performance History | 30/06/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 15.6 | 7.4 | -20.6 | 9.2 | 13.3 |
![]() | +/-Cat | 19.8 | -16.1 | -17.8 | -4.0 | 3.1 |
![]() | +/-B’mrk | - | -14.9 | -21.9 | -0.4 | 2.5 |
Category: Sector Equity Financial Services | ||||||
Category Benchmark: Morningstar Gbl Fin Svc TME... |
Key Stats | ||
NAV 15/07/2024 | GBP 8.86 | |
Day Change | 0.04% | |
Morningstar Category™ | Sector Equity Financial Services | |
IA (formerly IMA) Sector | Financials and Financial Innovation | |
ISIN | GB00BJJQ4S74 | |
Fund Size (Mil) 15/07/2024 | GBP 436.79 | |
Share Class Size (Mil) 15/07/2024 | GBP 68.86 | |
Max Initial Charge | - | |
Ongoing Charge 16/02/2024 | 1.34% |
Investment Objective: Jupiter Financial Opportunities Fund J Acc |
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 | |||||||||||||
|
Management | ||
Manager Name Start Date | ||
Guy de Blonay 01/06/2010 | ||
Inception Date 29/05/2020 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI/Financials NR LCL | Morningstar Gbl Fin Svc TME NR USD |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for Jupiter Financial Opportunities Fund J Acc | 31/05/2024 |
|
|
Top 5 Holdings | Sector | % |
![]() | ![]() | 5.38 |
![]() | ![]() | 5.24 |
![]() | ![]() | 5.11 |
![]() | ![]() | 4.93 |
![]() | ![]() | 4.88 |
![]() | ||
![]() ![]() ![]() | ||
Jupiter Financial Opportunities Fund J Acc |