Jupiter Global Financial Innovation Fund

Select share classes
There is only one type of share class for this fund.

Jupiter Global Financial Innovation Fund I Accumulation

Category Sector Equity Financial Services
star-filledstar-filledstar-filled
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

152.19p

arrow-up1.80p (+1.20%)

Fund Code

JUINF

B58D9P3

GB00B58D9P37

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.

Annual performance (%)

YearThis fundSector Equity Financial Services
31 Dec 14 - 31 Dec 157.52-0.15
31 Dec 15 - 31 Dec 1614.5625.21
31 Dec 16 - 31 Dec 1720.3815.80
31 Dec 17 - 31 Dec 18-9.72-13.32
31 Dec 18 - 31 Dec 1926.5419.15
31 Dec 19 - 31 Dec 2031.86-4.18
31 Dec 20 - 31 Dec 215.0723.45
31 Dec 21 - 31 Dec 22-33.30-2.78
31 Dec 22 - 31 Dec 2314.1913.23
31 Dec 23 - 31 Dec 2427.9324.31

Trailing returns (%)

YearThis fundSector Equity Financial Services
1 Day1.200.93
1 Month-10.53-4.59
3 Months-2.110.38
6 Months17.4614.48
1 Year18.3619.14
3 Years annualised7.7612.60
5 Years annualised9.6415.84
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.
© Copyright 2025 Morningstar. All rights reserved.