Jupiter Global Value Equity Fund Institutional Inc
Category Global Flex-Cap Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
63.97p
-0.18p (-0.28%)
Fund Code
JUGVI
BF5DS15
GB00BF5DS150
Prices updated as at 06 May 2025
|
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.
- 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 | -1.15 | 2.23 |
| 31 Mar 19 - 31 Mar 20 | -18.25 | -13.21 |
| 31 Mar 20 - 31 Mar 21 | 45.54 | 46.28 |
| 31 Mar 21 - 31 Mar 22 | 5.37 | 5.34 |
| 31 Mar 22 - 31 Mar 23 | 14.22 | -2.68 |
| 31 Mar 23 - 31 Mar 24 | 7.42 | 12.22 |
| 31 Mar 24 - 31 Mar 25 | -1.53 | -0.79 |
Trailing returns (%)
| Year | This fund | Global Flex-Cap Equity |
|---|---|---|
| 1 Day | -0.28 | -0.29 |
| 1 Month | 4.53 | 4.80 |
| 3 Months | -2.35 | -8.00 |
| 6 Months | 1.45 | -2.95 |
| 1 Year | -0.27 | 0.19 |
| 3 Years annualised | 6.61 | 4.08 |
| 5 Years annualised | 11.80 | 9.17 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.
