Jupiter Fund of Investment Trusts L Acc
Category Global Flex-Cap Equity
Last buy/sell price
328.72p
1.20p (+0.37%)
Fund Code
BF154Q2
GB00BF154Q28
Prices updated as at 28 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 investment trusts and other closed-ended investment companies listed on the London Stock Exchange. Up to 30% of the Fund may be invested in other assets, including shares of other companies and closed or 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
Annual performance (%)
| Year | This fund | Global Flex-Cap Equity |
|---|---|---|
| 31 Mar 14 - 31 Mar 15 | - | - |
| 31 Mar 15 - 31 Mar 16 | - | - |
| 31 Mar 16 - 31 Mar 17 | - | - |
| 31 Mar 17 - 31 Mar 18 | - | - |
| 31 Mar 18 - 31 Mar 19 | 1.58 | 2.23 |
| 31 Mar 19 - 31 Mar 20 | -14.76 | -13.21 |
| 31 Mar 20 - 31 Mar 21 | 60.55 | 46.28 |
| 31 Mar 21 - 31 Mar 22 | -1.37 | 5.34 |
| 31 Mar 22 - 31 Mar 23 | -15.73 | -2.68 |
| 31 Mar 23 - 31 Mar 24 | 8.72 | 12.22 |
| 31 Mar 24 - 31 Mar 25 | 1.66 | -0.79 |
Trailing returns (%)
| Year | This fund | Global Flex-Cap Equity |
|---|---|---|
| 1 Day | 0.17 | 0.51 |
| 1 Month | 5.51 | 4.90 |
| 3 Months | -2.03 | -3.34 |
| 6 Months | -0.44 | -3.47 |
| 1 Year | 0.78 | 0.88 |
| 3 Years annualised | 1.89 | 5.47 |
| 5 Years annualised | 5.15 | 8.14 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.
