fund
JUPITER FINANCIAL OPPORTUNITIES I
International equity fund specialising in banks, insurance and other financial companies.
PRICE (INC)
756.01p
PRICE (ACC)
844.88p
INITIAL CHARGE
0%
ANNUAL MANAGEMENT CHARGE
0.75%
ONGOING CHARGE
1%
YIELD
1.9%
1 YEAR
3.99%Prices as at 30 Nov 2023.
We don’t currently provide commentary on this fund.
Past performance is not an indication of future performance.
Capital at risk.
To provide capital growth over the long term (at least five years). At least 70% of the Fund is invested in shares of companies in the financial services and related sectors based anywhere in the world. 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
Fund summary
| Sector | Financials and Financial Innovation |
|---|---|
| Structure | UNIT TRUST |
| Launched | September 2011 |
| Size | £407m |
| Yield | 1.9% |
| Dividends paid | June, December |
Charges
| Standard Initial Charge | 0% |
|---|---|
| Initial Charge Via BestInvest | 0% |
| Additional Bid/Offer Spread | 0% |
| Annual Management Charge | 0.75% |
| Ongoing Charges Figure | 1% |
Investment Process
The information on this website is not intended to be advice or a recommendation to buy, sell or hold any investment mentioned. The value of investments and the income from them can go down as well as up and you may not get back the amount invested.
Past performance is not a guide to future performance. View full risk warning