Jupiter Financial Opportunities Fund

Select share classes

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

1,247.17p

arrow-up15.52p (+1.26%)

Fund Code

JUFOI

B8JYV94

GB00B8JYV946

Prices updated as at 12 Dec 2025

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/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.

Portfolio as of 31/10/2025

Asset allocation

Show long & short position

Geographical breakdown

Continent or country allocation (%)

Market classification (%)

Stock style

Value

Core

Growth

Large

40

32

6

Medium

6

7

Small

0

3

0

Valuation

Jupiter Financial Opportunities Fund I Inc

Sector Equity Financial Services

11.09

11.62

2.35

2.18

1.32

1.39

22.06

13.62

Growth rate

Jupiter Financial Opportunities Fund I Inc

Sector Equity Financial Services

13.76%

9.61%

3.49%

3.64%

16.28%

7.23%

Top 10 holdings

Sector

-

Country

United States

% of assets

5.06983

Sector

-

Country

United States

% of assets

5.04679

Sector

-

Country

France

% of assets

4.96782

Sector

-

Country

United Kingdom

% of assets

4.9386

Sector

-

Country

United Kingdom

% of assets

4.91147

Sector

-

Country

United States

% of assets

4.73832

Sector

-

Country

United States

% of assets

4.52956

Sector

-

Country

United States

% of assets

4.51391

Sector

-

Country

Spain

% of assets

4.44059

Sector

-

Country

Italy

% of assets

4.15849

Assets in top 10 holdings %

47.32%

Total no. of equity holdings

47.00

Total no. of bond holdings

1.00

Stock sectors

Jupiter Financial Opportunities Fund I Inc

Sector Equity Financial Services

97.35%

Basic materials

-

Con cyclical

6.35%

-

Financial svs

88.33%

-

Real estate

2.66%

-

2.65%

Comm services

1.88%

-

Energy

-

Industrials

-

Technology

0.77%

-

0.00%

Con defensive

-

Healthcare

-

Utilities

-

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.