Jupiter Global Value Equity Fund

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Jupiter Global Value Equity Fund Institutional Inc

Category Global Flex-Cap Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

65.39p

arrow-down-0.08p (-0.12%)

Fund Code

JUGVI

BF5DS15

GB00BF5DS150

Prices updated as at 23 May 2025
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Prices in GBX
Investment objective
To provide a return, net of fees, higher than that provided by the MSCI AC World Index over the long term (at least five years). At least 70% of the Fund is invested in shares of companies based anywhere in the world and which the Investment Manager believes are undervalued. Up to 30% of the Fund may be invested in other assets, including 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 fundGlobal 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 19-1.152.23
31 Mar 19 - 31 Mar 20-18.25-13.21
31 Mar 20 - 31 Mar 2145.5446.28
31 Mar 21 - 31 Mar 225.375.34
31 Mar 22 - 31 Mar 2314.22-2.68
31 Mar 23 - 31 Mar 247.4212.22
31 Mar 24 - 31 Mar 25-1.53-0.79

Trailing returns (%)

YearThis fundGlobal Flex-Cap Equity
1 Day-0.12-0.43
1 Month4.126.53
3 Months-0.75-5.17
6 Months2.76-3.31
1 Year0.530.24
3 Years annualised7.276.03
5 Years annualised11.598.66
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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