Jupiter Financial Opportunities I Inc

Fund

Fund Info

  • Yield History0.51%
  • 3 Year sharpe1.16
  • 3 Year alpha3.35
  • Distribution Typeincome
  • BenchmarkMSCI ACWI/Financials GR USD
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF1.00%
  • SectorSpecialist
  • Manager GroupJupiter
  • DomicileUnited Kingdom
  • ISINGB00B8JYV946

Investment Strategy

The investment policy is to invest in a concentrated, international portfolio. The fund will principally comprise of financial services companies and to a lesser extent property related companies considered by the Manager to be undervalued and which exhibit favourable growth prospects arising from characteristics such as proven management or strong products or services. The portfolio will have an emphasis on companies based in the UK.