Jupiter Global Leaders Fund T Inc
Category Global Large-Cap Growth Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
83.18p
0.48p (+0.58%)
Fund Code
JUGTI
BFWVP66
GB00BFWVP664
Prices updated as at 02 May 2025
Prices in GBX
Investment objective
To provide a return, net of fees, that is 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 which the Investment Manager considers to be leaders demonstrating high quality economic characteristics as well as environmental and/or social characteristics that support their leadership position (as further set out in the investment strategy) and offer the potential for growth, based anywhere in the world. The Investment Manager also takes environmental, social and governance (“ESG”) risks and opportunities into account as part of its investment selection process. 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.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, SDR Consumer facing disclosure, 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
Portfolio as of 28/02/2025
Asset allocation
Show long & short position
Geographical breakdown
Continent or country allocation (%)
Market classification (%)
Stock style
Large core
49.25%
% Weight
Value
Core
Growth
Large
7
49
19
Medium
1
18
2
Small
0
0
3
Valuation
Jupiter Global Leaders Fund T Inc
Global Large-Cap Growth Equity
23.17
3.83
4.14
18.75
Growth rate
Jupiter Global Leaders Fund T Inc
Global Large-Cap Growth Equity
9.03%
1.59%
8.00%
Top 10 holdings
1
Visa Inc Class A
Sector
-
Country
United States
% of assets
5.14335
2
Chubb Ltd
Sector
-
Country
Switzerland
% of assets
5.10978
3
Automatic Data Processing Inc
Sector
-
Country
United States
% of assets
4.9528
4
Accenture PLC Class A
Sector
-
Country
United States
% of assets
4.86141
5
Sherwin-Williams Co
Sector
-
Country
United States
% of assets
4.83717
6
Texas Instruments Inc
Sector
-
Country
United States
% of assets
4.51982
7
Danaher Corp
Sector
-
Country
United States
% of assets
4.29333
8
Agilent Technologies Inc
Sector
-
Country
United States
% of assets
4.23993
9
Mastercard Inc Class A
Sector
-
Country
United States
% of assets
4.1599
10
Jack Henry & Associates Inc
Sector
-
Country
United States
% of assets
3.86785
Assets in top 10 holdings %
45.99%
Total no. of equity holdings
36.00
Total no. of bond holdings
-
Stock sectors
Jupiter Global Leaders Fund T Inc
Global Large-Cap Growth Equity
28.14%
Basic materials
Con cyclical
Financial svs
Real estate
40.26%
Comm services
Energy
Industrials
Technology
31.60%
Con defensive
Healthcare
Utilities