Jupiter India I Acc

Fund
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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History0.30%
  • 3 Year sharpe-0.49
  • 3 Year alpha-14.15
  • Distribution Typeaccumulation
  • BenchmarkMSCI India NR USD
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.99%
  • IA SectorSpecialist
  • Manager GroupJupiter
  • DomicileUnited Kingdom
  • ISINGB00B4TZHH95

Investment Strategy

The Fund aims to provide a return, net of fees, higher than that provided by the MSCI India Index over the long term (at least five years). At least 70% of the Fund is invested in shares of companies based in India. 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. A maximum of 10% in aggregate may be held in companies based in Pakistan, Sri Lanka and Bangladesh.

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