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

1,128.54p

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.

Morningstar Rating^TM (relative to category)

3 - year
Morningstar return	Below Average
Morningstar risk	Low
Morningstar rating	star-filledstar-filled
5 - year
Morningstar return	Below Average
Morningstar risk	Low
Morningstar rating	star-filledstar-filled
10 - year
Morningstar return	Average
Morningstar risk	Low
Morningstar rating	star-filledstar-filledstar-filledstar-filled
Overall
Morningstar return	Average
Morningstar risk	Low
Morningstar rating	star-filledstar-filledstar-filled

Potentially lower returns

Potentially higher returns

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

Risk measures as of 28 Feb 2025

Ratios chevron-l-regular chevron-r-regular	1 year	3 years
	-7.23	-4.41
	1.07	0.85
	-1.33	-1.01
	82.98	75.05
	1.17	0.38
	13.14	12.91
	5.47	6.67

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.

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