Jupiter Financial Opportunities Fund

Select share classes

Jupiter Financial Opportunities Fund I Inc

Category Sector Equity Financial Services


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

865.15p

arrow-up1.05p (+0.12%)

Fund Code

JUFOI

B8JYV94

GB00B8JYV946

Prices updated as at 28 Mar 2024
|
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

Fund statusOpen
Fund typeUnit Trust
Fund managerGuy de Blonay
866.84
690.77
Fund comparative indexMSCI ACWI/Financials NR LCL
Financials and Financial Innovation
-
0.99
0.53
0.00
Sector Equity Financial Services
No
Fund providerJupiter Unit Trust Managers Ltd
Share class launch date29 Oct 2012
£429.82m
-
1.92
-
Semi-Annually
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.

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.