Jupiter Financial Opportunities Fund I Class Inc


Buy Price (as of 07/12/2016) £5.1397  Sell Price (as of 07/12/2016) £5.1233   Day Change :  1.77%     Fund Code:  JUFOI 

Important documents Before investing please ensure that you have read the Fidelity Key Features Document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found by clicking on the 'Important documents' link.

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Biography

Guy de Blonay joined Jupiter in January 2010. He is a member of the Financials team. Guy co-manages the Jupiter Financial Opportunities Fund (Unit Trust) with Philip Gibbs and is the Lead Manager of the Jupiter Hyde Park Hedge Fund. Previously, Guy worked at New Star/Henderson for eight years managing the Henderson New Star Global Financials Fund, New Star Financial Opportunities Investment Trust and New Star Financials Hedge Fund. Prior to this, he worked for six years as an Analyst at Jupiter.

Biography

Robert Mumby hasmore than 25 years experience in the financial service sector, including 12 years as an investment analyst. He joined Jupiter in January 2006 to assist with the management of the Jupiter Financial Opportunities Fund. He is also Fund Manager of the financials segment of the Jupiter Global Managed Fund.
Investment HouseJupiter Asset Management
Fund ProviderJupiter Unit Trust Managers Ltd
ManagerGuy de Blonay   Biography
ManagerRobert Mumby   Biography

Fund Objective The objective of the Fund is to achieve long-term capital growth principally through investment in equities of financial sector companies on an international basis. The portfolio will have an emphasis on companies based in the UK.

Key Statistics

Fund Status
Fund TypeUNIT TRUST
ISINGB00B8JYV946
12-Month NAV High -
12-Month NAV Low -
Fund Comparative Index -
Morningstar CategoryTMSector Equity Financial Services
Dividend FrequencyTwice Yearly
Historic Yield0.90%

Annual Charges

Morningstar ratings

 as of  31/10/2016
Overall3 star
3 Years3 star
5 YearsN/A
10 YearsN/A

One or more funds cannot be shown as they have less than one year of performance data.

Growth of £1000 Help

 as of  07/12/2016

Past Performance (%) Help

as of 

This Fund

     
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Fund versus Morningstar Category

     
-2.801.16-2.836.351.87
Important Information

The value of the fund and the income from it can go down as well as up so you may get back less than you invested. If your fund invests in overseas markets, changes in currency exchange rates may affect the value of your investment. If your fund invests in small and emerging markets, these can be more volatile than other more developed markets. Past performance is not a guide to future returns.
For funds that invest in bonds, please be aware that the price of bonds is influenced by movements in interest rates, changes in the credit rating of bond issuers, and other factors such as inflation and market dynamics. In general, as interest rates rise the price of a bond will fall. The risk of default is based on the issuer's ability to make interest payments and to repay the loan at maturity. Default risk may therefore vary between different government issuers as well as between different corporate issuers.

 Some of the performance and risk data presented may start before the share class was launched. If so, the data prior to the launch date of the share class is based on the fund or share class that has similar or higher charges, in order to provide an indication of longer term performance and risk. Please refer to the launch date and performance start date in the fund factsheet to determine whether the data has been extended.Past Performance and Risk & Volatility figures are presented in British Pounds Sterling (GBP). Fund returns are calculated on a Nav to Nav or Bid to Bid basis with income reinvested either after tax (for UK-domiciled funds) or gross of tax (for offshore funds). Performance figures include the effect of the OCF/TER. To cover distribution costs a separate service fee is now also charged on most funds, which is not included in the past performance figures. Consequently the past performance of the fund may be less than that shown on the chart due to the effect of the service fee.

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