JUPITER INDIA - Fund overview
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Overview of
JUPITER INDIA
This is an equity fund targeting long term capital growth from companies either based in or operating in India. Manager Avinash Vazirani is based in London but has invested in India for over 15 years and visits the country several times a year. He favours fast growing companies with solid balance sheets and sound management, though deep value situations may also feature in the portfolio.
Standard Initial Charge
5.25% 0.00%
Invest via Bestinvest
to save 5.25%
Fund summary
| Sector |
Specialist
|
| Product type |
UNIT TRUST
|
| Launched |
February, 2008
|
| Size |
£268m
|
| Yield |
0.0%
|
| Charging basis |
Income
|
| Dividends paid |
Acc units only.
|
| Bid price |
54.47p |
Fund Charges
|
Standard Initial charge
|
5.25%
|
|
Initial charge via Bestinvest
|
0.00%
|
|
Additional bid/offer spread
|
0.78%
|
|
Annual management charge
|
1.50%
|
|
Total expense ratio
|
1.91%
|
|
Reduction in yield (10yr)
|
1.99%
|