Jupiter China I Acc

Fund
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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History1.59%
  • 3 Year sharpe-0.24
  • 3 Year alpha-12.96
  • Distribution Typeaccumulation
  • BenchmarkMSCI China GR GBP
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.99%
  • IA SectorChina/Greater China
  • Manager GroupJupiter
  • DomicileUnited Kingdom
  • ISINGB00B3ZPHC12

Investment Strategy

The Fund aims to provide a return, net of fees, higher than that provided by the MSCI China Index over the long term (at least five years). At least 70% of the Fund is invested in shares of companies based in Greater China (including Hong Kong, Macau and Taiwan). Up to 30% of the Fund may be invested in other assets, including shares of companies based anywhere in the world, open-ended funds (including funds managed by Jupiter and its associates), cash and near cash.

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