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JUPITER JGF GLOBAL FINANCIALS L GBP - Fund overview

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Overview of JUPITER JGF GLOBAL FINANCIALS L GBP

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

Standard Initial Charge

5.00% 2.00%

Fund summary

Sector  Global
Product type  OFFSHORE FUND
Launched  November, 2006
Size  £77m
Yield 0.0%
Charging basis  –
Dividends paid  Jan.
Bid price 815.00p

Fund Charges

Standard Initial charge 5.00%
Initial charge via Bestinvest 2.00%
Additional bid/offer spread 0.00%
Annual management charge 1.50%
Total expense ratio 1.50%
Reduction in yield (10yr) 1.70%

Bestinvest says


No information available.

Portfolio

jupiter jgf global financials l gbp asset allocation illustration
Allocation Proportion
Equity 0%
High yield bonds 0%
Quality bonds 0%
Property 0%
Commodities 0%
Hedge 94%
Fund cash 6%
jupiter jgf global financials l gbp equity geographic illustration
Allocation Proportion
UK 7%
Europe 20%
Nth America 33%
Japan 0%
Pacific 25%
Other Equity 15%
jupiter jgf global financials l gbp equity capitalisation illustration
Allocation Proportion
Large Caps 92%
Mid Caps 5%
Small Caps 3%

View all performance data for JUPITER JGF GLOBAL FINANCIALS L GBP

Investment process


No information available.

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.

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