Jupiter Financial Opportunities Fund L Acc

Category Sector Equity Financial Services
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Last buy/sell price

1,185.03p

arrow-down-14.19p (-1.18%)

Fund Code

BF154P1

GB00BF154P11

Prices updated as at 02 Apr 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/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 28/02/2026

Asset allocation

Show long & short position

Geographical breakdown

Continent or country allocation (%)

Market classification (%)

Stock style

Large value

37.80%

% Weight
Value
Core
Growth
Large

38

38

1

Medium

4

8

9

Small

0

3

0

Valuation

Jupiter Financial Opportunities Fund L Acc
Sector Equity Financial Services

10.91

10.91
11.05

2.84

2.84
2.38

1.37

1.37
1.41

28.50

28.50
15.10

Growth rate

Jupiter Financial Opportunities Fund L Acc
Sector Equity Financial Services

13.13%

13.13%
10.71%

3.72%

3.72%
3.66%

17.12%

17.12%
9.49%

Top 10 holdings

1
HSBC Holdings PLC
Sector
-
Country
United Kingdom
% of assets
5.16505
2
Banco Santander SA
Sector
-
Country
Spain
% of assets
5.13586
3
Barclays PLC
Sector
-
Country
United Kingdom
% of assets
5.08311
4
UniCredit SpA
Sector
-
Country
Italy
% of assets
5.01
5
Citigroup Inc
Sector
-
Country
United States
% of assets
4.87763
6
Societe Generale SA
Sector
-
Country
France
% of assets
4.75927
7
The Goldman Sachs Group Inc
Sector
-
Country
United States
% of assets
4.6843
8
Lloyds Banking Group PLC
Sector
-
Country
United Kingdom
% of assets
4.60134
9
Lion Finance Group PLC
Sector
-
Country
United Kingdom
% of assets
4.03505
10
Morgan Stanley
Sector
-
Country
United States
% of assets
3.87248
Assets in top 10 holdings %

47.22%

Total no. of equity holdings

52.00

Total no. of bond holdings

1.00

Stock sectors

Jupiter Financial Opportunities Fund L Acc
Sector Equity Financial Services

99.80%

Basic materials

-
-

Con cyclical

0.04%
-

Financial svs

96.83%
-

Real estate

2.93%
-

0.20%

Comm services

-
-

Energy

-
-

Industrials

-
-

Technology

0.20%
-

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.


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