Jupiter Financial Opportunities Fund

Select share classes

Jupiter Financial Opportunities Fund I Inc

Category Sector Equity Financial Services


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

998.58p

arrow-up10.69p (+1.08%)

Fund Code

JUFOI

B8JYV94

GB00B8JYV946

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

Company name
Jupiter Unit Trust Managers Ltd
Fund launch date
02 Jun 1997
Domicile
United Kingdom
UCITS
Yes
Lead manager
Guy de Blonay
Lead manager start date
01 Jun 2010
Lead fund manager biography
Guy de Blonay joined Jupiter in January 2010. He is a member of the Financials team. Guy co-manages the Jupiter Financial Opportunities Fund (Unit Trust) with Philip Gibbs and is the Lead Manager of the Jupiter Hyde Park Hedge Fund. Previously, Guy worked at New Star/Henderson for eight years managing the Henderson New Star Global Financials Fund, New Star Financial Opportunities Investment Trust and New Star Financials Hedge Fund. Prior to this, he worked for six years as an Analyst at Jupiter.
Head office
The Zig Zag Building
70 Victoria Street
London
United Kingdom
SW1E 6SQ
Got a question?
Get in touch
we're here to help:
+44 20 3817 1000
Mon-Fri 8am to 6pm


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.


Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.
© Copyright 2025 Morningstar. All rights reserved.