Jupiter Global Leaders Fund T Acc
Category Global Large-Cap Growth Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
95.35p
-0.66p (-0.69%)
Fund Code
JUGTA
BFWVP88
GB00BFWVP888
Prices updated as at 24 Feb 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
Annual performance (%)
Year | This fund | Global Large-Cap Growth Equity |
---|---|---|
31 Dec 14 - 31 Dec 15 | - | - |
31 Dec 15 - 31 Dec 16 | - | - |
31 Dec 16 - 31 Dec 17 | - | - |
31 Dec 17 - 31 Dec 18 | - | - |
31 Dec 18 - 31 Dec 19 | 29.18 | 24.23 |
31 Dec 19 - 31 Dec 20 | 18.82 | 23.70 |
31 Dec 20 - 31 Dec 21 | 19.23 | 14.57 |
31 Dec 21 - 31 Dec 22 | -10.67 | -18.08 |
31 Dec 22 - 31 Dec 23 | 5.77 | 16.02 |
31 Dec 23 - 31 Dec 24 | 4.79 | 15.19 |
Trailing returns (%)
Year | This fund | Global Large-Cap Growth Equity |
---|---|---|
1 Day | -0.30 | -0.51 |
1 Month | -0.93 | -0.59 |
3 Months | 3.70 | 4.38 |
6 Months | 4.02 | 9.27 |
1 Year | 7.08 | 14.41 |
3 Years annualised | 6.82 | 9.44 |
5 Years annualised | 6.66 | 8.80 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.