020 7189 9999

Monday to Friday 7.45am - 6.00pm
Saturday 9.30am - 1.30pm

Bestinvest
Fund search

JUPITER GLOBAL ENERGY - Fund overview

No Bestinvest rating
Find rated specialist funds


Overview of JUPITER GLOBAL ENERGY

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. JUPITER GLOBAL ENERGY does not fall into either of these categories at present.

Standard Initial Charge

5.25% 0.00%

Fund summary

Sector  Specialist
Product type  UNIT TRUST
Launched  July, 2011
Size  £1m
Yield 0.0%
Charging basis  –
Dividends paid  Acc. units only
Bid price 41.31p

Fund Charges

Standard Initial charge 5.25%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 1.02%
Annual management charge 1.50%
Total expense ratio 1.50%
Reduction in yield (10yr) 1.60%

Bestinvest says


No information available.

Portfolio

jupiter global energy asset allocation illustration
Allocation Proportion
Equity 0%
High yield bonds
Quality bonds
Property
Commodities 100%
Hedge
Fund cash
jupiter global energy equity geographic illustration
Allocation Proportion
UK 10%
Europe 24%
Nth America 51%
Japan 10%
Pacific 5%
Other Equity 0%
jupiter global energy equity capitalisation illustration
Allocation Proportion
Large Caps 62%
Mid Caps 14%
Small Caps 24%

Investment process


To achieve long-term capital growth by investing on a global basis principally in companies that are engaged in the energy sector, including those that are engaged in the provision of services to that sector.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

Version: 4.1.2