Jupiter India L Acc

Category India Equity
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Last buy/sell price

245.62p

arrow-up0.78p (+0.32%)

Fund Code

B2NHJ04

GB00B2NHJ040

Prices updated as at 26 Sep 2024
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Prices in GBX
Investment objective
To provide a return, net of fees, higher than that provided by the MSCI India Index over the long term (at least five years). At least 70% of the Fund is invested in shares of companies based in India. Up to 30% of the Fund may be invested in other assets, including shares of companies based anywhere in the world, open-ended funds (including funds managed by Jupiter and its associates), cash and near cash.
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.

Growth of 1,000 as of 27 Sep 2024, 00:09

Trailing returns (%) as of 27 Sep 2024, 00:09

Annual performance (%)

YearThis fundIndia Equity
30 Jun 13 - 30 Jun 1423.3919.77
30 Jun 14 - 30 Jun 1523.2421.13
30 Jun 15 - 30 Jun 1618.4613.03
30 Jun 16 - 30 Jun 1731.5425.10
30 Jun 17 - 30 Jun 18-12.931.40
30 Jun 18 - 30 Jun 19-4.475.62
30 Jun 19 - 30 Jun 20-19.19-16.09
30 Jun 20 - 30 Jun 2135.3440.52
30 Jun 21 - 30 Jun 222.833.77
30 Jun 22 - 30 Jun 2322.6810.60
30 Jun 23 - 30 Jun 2451.8630.20

Trailing returns (%)

YearThis fundIndia Equity
1 Day-0.32-0.05
1 Month1.232.83
3 Months3.822.35
6 Months11.9214.59
1 Year40.6124.28
3 Years annualised21.1010.39
5 Years annualised17.2613.62
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

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.

Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.
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