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
£1.2003
£0.00 (+0.04%)
Fund Code
OLUOR
BBQ2T21
GB00BBQ2T214
Prices updated as at 23 Apr 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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
| Fund status | Open |
| Fund type | Open Ended Investment Company |
| Fund manager | James Bowmaker |
| 1.21 | |
| 1.15 | |
| Fund comparative index | Bank of England Base Rate |
| Targeted Absolute Return | |
| - | |
| 0.90 | |
| 0.16 | |
| 0.00 | |
| Long/Short Equity - UK | |
| No | |
| Fund provider | Jupiter Fund Managers Limited |
| Share class launch date | 30 Sep 2011 |
| £7.31m | |
| - | |
| 0.00 | |
| - | |
| 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.
