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
86.84p
-0.31p (-0.36%)
Fund Code
JUGTI
BFWVP66
GB00BFWVP664
Prices updated as at 14 Mar 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 31/01/2025
Asset allocation
Show long & short position
Geographical breakdown
Continent or country allocation (%)
Market classification (%)
Stock style
Large core
56.64%
% Weight
Value
Core
Growth
Large
5
57
15
Medium
1
20
0
Small
0
0
3
Valuation
Jupiter Global Leaders Fund T Inc
Global Large-Cap Growth Equity
23.38
3.93
4.22
19.34
Growth rate
Jupiter Global Leaders Fund T Inc
Global Large-Cap Growth Equity
8.61%
1.55%
10.13%
Top 10 holdings
Security name | Sector | Country | % of assets | |
---|---|---|---|---|
1 | Accenture PLC Class A | - | United States | 5.01 |
2 | Agilent Technologies Inc | - | United States | 4.88 |
3 | Chubb Ltd | - | Switzerland | 4.82 |
4 | Sherwin-Williams Co | - | United States | 4.81 |
5 | Visa Inc Class A | - | United States | 4.80 |
6 | Automatic Data Processing Inc | - | United States | 4.66 |
7 | Danaher Corp | - | United States | 4.50 |
8 | Texas Instruments Inc | - | United States | 4.23 |
9 | Mastercard Inc Class A | - | United States | 4.02 |
10 | Jack Henry & Associates Inc | - | United States | 3.79 |
Assets in top 10 holdings %
45.54%
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
27.99%
Basic materials
Con cyclical
Financial svs
Real estate
39.48%
Comm services
Energy
Industrials
Technology
32.53%
Con defensive
Healthcare
Utilities