Jupiter International Financials Fund I Class Acc

Buy Price (as of 24/10/2016) £0.8385  Sell Price (as of 24/10/2016) £0.8343   Day Change :  0.20%     Fund Code:  JUINF 

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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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.


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.
Investment HouseJupiter
Fund ProviderJupiter Unit Trust Managers Ltd
ManagerRobert Mumby   Biography
ManagerGuy de Blonay   Biography

Fund Objective The Fund objective is to grow the money invested in the Fund over the long-term by principally investing in shares of financial companies on an international basis. The Fund may also invest in other asset types when the Manager considers it appropriate. These include corporate or government bonds; cash deposits; and derivatives - these allow the Manager to track changes in the price of an asset, for example a company share, without actually owning it. Derivatives can be used with the aim of benefiting from the price of an investment falling. The Manager can use derivatives to gain exposure to a number of different asset classes, including company shares, financial indices, commodities and currency exchange rates. The Fund will tend to invest in fewer different investments and invest more in each investment it holds than most other funds.

Key Statistics

Fund Status
12-Month NAV High -
12-Month NAV Low -
Fund Comparative IndexMSCI ACWI/Financials NR USD
Morningstar CategoryTMSector Equity Financial Services
Dividend FrequencyYearly
Historic Yield1.20%

Annual Charges

Morningstar ratings

 as of  30/09/2016
Overall4 star
3 Years3 star
5 Years4 star
10 YearsN/A

Growth of £1000 Help

 as of  24/10/2016

Past Performance (%) Help

as of 

This Fund


Fund versus Morningstar Category

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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