Jupiter Fund of Investment Trusts L Acc
Category Global Flex-Cap Equity
Last buy/sell price
320.14p
0.22p (+0.07%)
Fund Code
BF154Q2
GB00BF154Q28
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 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 | 0.07 | 0.60 |
| 1 Month | 10.97 | 9.46 |
| 3 Months | -5.41 | -6.74 |
| 6 Months | -1.20 | -2.66 |
| 1 Year | -0.93 | -0.80 |
| 3 Years annualised | 1.33 | 5.64 |
| 5 Years annualised | 6.13 | 10.07 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.
