Jupiter Global Leaders Fund

Select share classes

Jupiter Global Leaders Fund T Inc

Category Global Large-Cap Blend Equity


star-filled
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

95.20p

arrow-down-0.21p (-0.22%)

Fund Code

JUGTI

BFWVP66

GB00BFWVP664

Prices updated as at 01 Oct 2026
|
Prices in GBX

Investment objective
To provide a return, net of fees, that is higher than that provided by the MSCI AC World Index over the long term (at least five years). At least 70% of the Fund is invested in shares of companies which the Investment Manager considers to be leaders demonstrating high quality economic characteristics as well as environmental and/or social characteristics that support their leadership position (as further set out in the investment strategy) and offer the potential for growth, based anywhere in the world. The Investment Manager also takes environmental, social and governance (“ESG”) risks and opportunities into account as part of its investment selection process. 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.

Portfolio as of 31/08/2026

Asset allocation

Show long & short position

Geographical breakdown

Continent or country allocation (%)

Market classification (%)

Stock style

Large core

37.87%

% Weight
Value
Core
Growth
Large

20

38

12

Medium

1

16

6

Small

0

6

0

Valuation

Jupiter Global Leaders Fund T Inc
Global Large-Cap Blend Equity

21.37

21.37
18.37

3.60

3.60
2.87

4.51

4.51
3.65

16.62

16.62
12.62

Growth rate

Jupiter Global Leaders Fund T Inc
Global Large-Cap Blend Equity

9.45%

9.45%
14.83%

1.79%

1.79%
1.60%

5.39%

5.39%
7.76%

Top 10 holdings

1
Agilent Technologies Inc
Sector
Diagnostics & Research
Country
United States
% of assets
5.79299
2
Chubb Ltd
Sector
Insurance—Property & Casualty
Country
Switzerland
% of assets
5.22694
3
Taiwan Semiconductor Manufacturing Co Ltd
Sector
Semiconductors
Country
Taiwan
% of assets
5.14525
4
Visa Inc Class A
Sector
Credit Services
Country
United States
% of assets
4.78285
5
Sherwin-Williams Co
Sector
Specialty Chemicals
Country
United States
% of assets
4.72221
6
Texas Instruments Inc
Sector
Semiconductors
Country
United States
% of assets
4.61734
7
Danaher Corp
Sector
Diagnostics & Research
Country
United States
% of assets
4.53055
8
Mastercard Inc Class A
Sector
Credit Services
Country
United States
% of assets
4.3645
9
Automatic Data Processing Inc
Sector
Software—Application
Country
United States
% of assets
4.12837
10
Costco Wholesale Corp
Sector
Discount Stores
Country
United States
% of assets
3.82805
Assets in top 10 holdings %

47.14%

Total no. of equity holdings

36.00

Total no. of bond holdings

-

Stock sectors

Jupiter Global Leaders Fund T Inc
Global Large-Cap Blend Equity

31.63%

Basic materials

9.46%
-

Con cyclical

1.70%
-

Financial svs

20.47%
-

Real estate

-
-

40.44%

Comm services

-
-

Energy

-
-

Industrials

9.80%
-

Technology

30.64%
-

27.93%

Con defensive

6.90%
-

Healthcare

18.75%
-

Utilities

2.29%
-


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.

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