Jupiter India I Acc


Fund Info

  • Yield History0.40%
  • 3 Year sharpe0.03
  • 3 Year alpha-10.06
  • Distribution Typeaccumulation
  • BenchmarkMSCI India NR USD
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF1.07%
  • SectorSpecialist
  • Manager GroupJupiter
  • DomicileUnited Kingdom

Investment Strategy

The Fund aims to achieve long-term capital growth. The scheme will invest primarily in companies which operate or reside in India. The scheme may also invest in shares in investment trusts and other closed or (to the extent permitted by the COLL Sourcebook) open ended funds which are themselves dedicated to investments in India. The scheme shall be free to invest in companies which are established in countries outside India, which in the Manager's opinion, conduct a material proportion of their business(es) in India, derive a material proportion of their earnings from activities in India or are significantly impacted by the activities of Indian companies or India in general.