Jupiter Financial Opportunities Fund I Acc
Category Sector Equity Financial Services
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
1,144.08p
12.25p (+1.08%)
Fund Code
JUFOA
B5LG465
GB00B5LG4657
Prices updated as at 09 May 2025
|
Prices in GBX
Investment objective
To provide capital growth over the long term (at least five years). At least 70% of the Fund is invested in shares of companies in the financial services and related sectors 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
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 |
1172.49 | |
913.1 | |
Fund comparative index | MSCI ACWI/Financials NR LCL |
Financials and Financial Innovation | |
- | |
0.99 | |
0.36 | |
0.00 | |
Sector Equity Financial Services | |
No | |
Fund provider | Jupiter Unit Trust Managers Ltd |
Share class launch date | 19 Sep 2011 |
£428.85m | |
- | |
2.07 | |
- | |
Semi-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.