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Jupiter Financial Opportunities Fund

JUPFIIA:LN
645.67
GBp
0.52
0.08%
As of 12:59 AM EDT 8/17/2017
Fund Type
Unit Trust
52Wk Range
515.15 - 646.19
1 Yr Return
22.94%
YTD Return
17.13%
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Previous Close
646.19
52Wk Range
515.15 - 646.19
1 Yr Return
22.50%
YTD Return
17.13%
Fund Type
Unit Trust
Objective
Financial Sector
Asset Class Focus
Equity
Geographic Focus
Global
NAV (on 08/17/2017)
645.67
Total Assets (m GBP) (on 08/17/2017)
545.116
Inception Date
09/19/2011
Last Dividend (on 05/02/2017)
2.4279
Dividend Indicated Gross Yield
0.75%
Fund Managers
GUY DE BLONAY
Front Load Fee
5.25%
Back Load Fee
0.00%
Redemption Fee
0.00%
12b-1 Fee
-
Current Mgmt Fee
0.75%
Expense Ratio
1.76%

Top Fund Holdings

Name Position Value % of Fund
339.11 k 23.82 m 4.70
439.99 k 22.72 m 4.48
1.20 m 22.49 m 4.43
1.06 m 18.87 m 3.72
32.00 k 18.27 m 3.60
74.00 k 18.18 m 3.59
606.00 k 17.94 m 3.54
1.15 m 14.76 m 2.91
250.00 k 14.57 m 2.87
1.07 m 14.38 m 2.84
Profile
Jupiter Financial Opportunities Fund is a unit trust incorporated in the UK. The aim of the Fund is to achieve long-term capital growth. The Fund principally invests in financial services companies.The Fund's investment in UK companies will be equal to or greater than the UK weighting in the MSCI All Country World Financials Index or any successor benchmark index.
Address
Jupiter Unit Trust Managers Ltd
P.O. Box 10666
Chelmsford CM99 2BG
United Kingdom
Phone
44-844-620-7600