Jupiter Financial Opportunities Fund I Inc

Category Sector Equity Financial Services

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

1,235.95p

arrow-up13.56p (+1.11%)

Fund Code

JUFOI

B8JYV94

GB00B8JYV946

Prices updated as at 14 May 2026

Prices in GBX

Investment objective

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

Important documents: Please ensure that you have read the Key Information Document/Product Summary Document/Technical Guide , Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Annual performance (%)

Year	This fund	Sector Equity Financial Services
31 Mar 15 - 31 Mar 16	-5.35	-10.58
31 Mar 16 - 31 Mar 17	26.20	36.90
31 Mar 17 - 31 Mar 18	10.80	5.57
31 Mar 18 - 31 Mar 19	8.95	-3.73
31 Mar 19 - 31 Mar 20	-3.66	-18.14
31 Mar 20 - 31 Mar 21	35.15	47.73
31 Mar 21 - 31 Mar 22	-4.30	9.29
31 Mar 22 - 31 Mar 23	-12.15	-2.32
31 Mar 23 - 31 Mar 24	25.88	25.68
31 Mar 24 - 31 Mar 25	11.40	21.00
31 Mar 25 - 31 Mar 26	22.98	21.39

Trailing returns (%)

Year	This fund	Sector Equity Financial Services
1 Day	1.11	0.66
1 Month	-0.53	0.22
3 Months	-0.19	1.69
6 Months	5.55	5.84
1 Year	23.08	19.21
3 Years annualised	22.16	24.30
5 Years annualised	8.97	13.93

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

Investment values, and income from investments, can go down as well as up, so you may get back less than you invest. This is not a personal recommendation for a specific investment. If you're not sure which investments are suitable for you, consult Fidelity's advisers or another authorised financial adviser. The information contained herein: is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and 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.

Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.