Jupiter UK Opportunities Fund

Select share classes
There is only one type of share class for this fund.

Jupiter UK Opportunities Fund I GBP Acc

Category Long/Short Equity - UK
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£1.1972

arrow-down£-0.002 (-0.13%)

Fund Code

OLUOR

BBQ2T21

GB00BBQ2T214

Prices updated as at 03 May 2024
|
Prices in GBP
Investment objective
To deliver an absolute return (above zero performance, irrespective of market conditions) over rolling 3 year periods. In seeking to achieve its investment objective the fund will aim to deliver a return, net of fees, in excess of the Bank of England Base Rate over rolling 3 years. The fund will obtain exposure, either directly or through derivatives, primarily (at least 70%) to UK equities and convertible bonds. UK equities are equities of companies domiciled or incorporated in the UK, or that conduct a significant part of their business in the UK.
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.

Annual charges

Product charges
0.90
0.16
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Key Information Document / Technical Guide 16 Feb 2024pdf
Annual Reports 31 Jul 2023pdf
Annual Short Report 31 Jul 2023pdf
Interim Short Report 31 Jul 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.