Jupiter Global Leaders Fund

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Jupiter Global Leaders Fund T Inc

Category Global Large-Cap Growth Equity

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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

86.84p

arrow-down-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.

Portfolio as of 31/01/2025

Asset allocation

Created with Highcharts 7.2.299.54% Stocks- Bonds0.46% Cash- Other0% Not classified
Show long & short position

Geographical breakdown

Continent or country allocation (%)

Created with Highcharts 7.2.22.012.013.723.724.854.856.736.738.18.112.3412.3461.8261.82Asia - DevelopedUnited KingdomJapanAustralasiaEurozoneEurope - ex EuroUnited States

Market classification (%)

Created with Highcharts 7.2.20.420.4299.5899.58EmergingDeveloped

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

23.38
24.12

3.93

3.93
3.73

4.22

4.22
4.96

19.34

19.34
16.52

Growth rate

Jupiter Global Leaders Fund T Inc
Global Large-Cap Growth Equity

8.61%

8.61%
11.22%

1.55%

1.55%
1.14%

10.13%

10.13%
13.38%

Top 10 holdings

Security nameSectorCountry% of assets
1Accenture PLC Class A-United States5.01
2Agilent Technologies Inc-United States4.88
3Chubb Ltd-Switzerland4.82
4Sherwin-Williams Co-United States4.81
5Visa Inc Class A-United States4.80
6Automatic Data Processing Inc-United States4.66
7Danaher Corp-United States4.50
8Texas Instruments Inc-United States4.23
9Mastercard Inc Class A-United States4.02
10Jack Henry & Associates Inc-United States3.79
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

6.87%
-

Con cyclical

-
-

Financial svs

21.12%
-

Real estate

-
-

39.48%

Comm services

-
-

Energy

-
-

Industrials

8.87%
-

Technology

30.61%
-

32.53%

Con defensive

7.40%
-

Healthcare

22.12%
-

Utilities

3.01%
-


Important Information

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