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

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.

Morningstar RatingTM (relative to category)

3 - year
Morningstar returnBelow Average
Morningstar riskBelow Average
Morningstar rating
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5 - year
Morningstar returnLow
Morningstar riskBelow Average
Morningstar rating
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10 - year
Morningstar returnAverage
Morningstar riskAverage
Morningstar rating
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Overall
Morningstar returnBelow Average
Morningstar riskAverage
Morningstar rating
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Potentially lower returns
Potentially higher returns

Source: Fidelity (FIL Investment SVCS (UK) Ltd)

Risk measures as of 28 Feb 2025

Ratios
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1 year3 years
-6.40-6.46
1.231.01
-0.27-0.76
61.9963.37
1.120.28
17.3416.73
10.9710.01


Important Information

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