Jupiter Financial Opportunities I Inc


Fund Info

  • Yield History0.24%
  • 3 Year sharpe1.27
  • 3 Year alpha5.62
  • 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 Fund seeks to achieve long term capital growth principally through investment in equities of financial sector companies on an international basis. To achieve long term capital growth through investment in a concentrated international portfolio. The portfolio will principally comprise 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.