Jupiter Global Financial Innovation Fund L Accumulation
Category Sector Equity Financial Services
Last buy/sell price
137.52p
1.63p (+1.20%)
Fund Code
B551H56
GB00B551H564
Prices updated as at 12 Mar 2025
Prices in GBX
Investment objective
To provide capital growth over rolling 5-year periods. At least 70% of the Fund is invested in shares of companies linked to financial innovation 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. The Fund may also enter into derivative transactions for investment purposes (i.e. speculative).
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 | Unit Trust |
| Fund manager | Guy de Blonay |
| 154.31 | |
| 107.95 | |
| Fund comparative index | MSCI ACWI/Financials NR LCL |
| Financials and Financial Innovation | |
| - | |
| 1.50 | |
| 0.44 | |
| - | |
| Sector Equity Financial Services | |
| No | |
| Fund provider | Jupiter Unit Trust Managers Ltd |
| Share class launch date | 14 Dec 2009 |
| £32.54m | |
| - | |
| - | |
| - | |
| 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.
