Jupiter Global Financial Innovation Fund L Accumulation

Category Sector Equity Financial Services


star-filledstar-filled
Last buy/sell price

119.17p

arrow-down-1.04p (-0.87%)

Fund Code

B551H56

GB00B551H564

Prices updated as at 01 May 2024
|
Prices in GBX

Investment objective
To provide capital growth over rolling 5-year periods. At least 70% of the Fund is invested in shares of companies linked to financial innovation 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. The Fund may also enter into derivative transactions for investment purposes (i.e. speculative).

Annual charges

Product charges
1.50
0.72
No
-
-
-
Minimum investment-

Documents

Document nameDate postedDownload
Interim Short Report 31 Mar 2024pdf
Key Information Document / Technical Guide 16 Feb 2024pdf
Annual Reports 31 Oct 2023pdf
Annual Short Report 31 Oct 2023pdf
Please note that service charges will also apply. Read more about our fees.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.