Jupiter Global Financial Innovt I Acc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History-
  • 3 Year sharpe0.98
  • 3 Year alpha11.26
  • Distribution Typeaccumulation
  • BenchmarkMSCI ACWI/Financials GR USD
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF1.03%
  • IA Sector-
  • Manager GroupJupiter
  • DomicileUnited Kingdom
  • ISINGB00B58D9P37

Investment Strategy

To provide capital growth over rolling 5-year periods. At least 70% of the Fund is invested in shares of companies linked to financial innovation 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. The Fund may also enter into derivative transactions for investment purposes (i.e. speculative).

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