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
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

157.17p

arrow-up1.23p (+0.79%)

Fund Code

JUINF

B58D9P3

GB00B58D9P37

Prices updated as at 02 May 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 Mar 14 - 31 Mar 1513.8315.17
31 Mar 15 - 31 Mar 16-7.37-10.58
31 Mar 16 - 31 Mar 1729.6636.90
31 Mar 17 - 31 Mar 1810.435.57
31 Mar 18 - 31 Mar 193.79-3.73
31 Mar 19 - 31 Mar 20-4.16-18.14
31 Mar 20 - 31 Mar 2145.4847.73
31 Mar 21 - 31 Mar 22-6.559.29
31 Mar 22 - 31 Mar 23-22.68-2.32
31 Mar 23 - 31 Mar 2431.9725.68
31 Mar 24 - 31 Mar 2513.3421.00

Trailing returns (%)

YearThis fundSector Equity Financial Services
1 Day0.791.78
1 Month3.54-0.45
3 Months-6.79-3.44
6 Months12.518.05
1 Year19.5317.82
3 Years annualised9.3113.10
5 Years annualised8.8915.22
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.


Important Information

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