Jupiter Financial Opportunities Fund

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Jupiter Financial Opportunities Fund I Acc

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

1,128.54p

arrow-up3.00p (+0.27%)

Fund Code

JUFOA

B5LG465

GB00B5LG4657

Prices updated as at 26 Mar 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.

Annual performance (%)

YearThis fundSector Equity Financial Services
31 Dec 14 - 31 Dec 158.18-0.15
31 Dec 15 - 31 Dec 1612.9325.21
31 Dec 16 - 31 Dec 1718.3415.80
31 Dec 17 - 31 Dec 18-5.17-13.32
31 Dec 18 - 31 Dec 1927.9319.15
31 Dec 19 - 31 Dec 2016.28-4.18
31 Dec 20 - 31 Dec 217.8523.45
31 Dec 21 - 31 Dec 22-20.27-2.78
31 Dec 22 - 31 Dec 239.5913.23
31 Dec 23 - 31 Dec 2422.9524.31

Trailing returns (%)

YearThis fundSector Equity Financial Services
1 Day1.421.10
1 Month-0.26-0.93
3 Months5.686.79
6 Months12.6217.14
1 Year17.1120.52
3 Years annualised9.1111.91
5 Years annualised11.0916.77
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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