Jupiter Financial Innovation Class L GBP A IncRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 30.2 | 4.2 | -33.1 | 13.1 | 11.6 | |
+/-Cat | 34.4 | -19.3 | -30.3 | -0.1 | 3.3 | |
+/-B’mrk | - | -18.1 | -34.4 | 3.6 | 3.5 | |
Category: Sector Equity Financial Services | ||||||
Category Benchmark: Morningstar Gbl Fin Svc TME... |
Key Stats | ||
NAV 02/05/2024 | GBP 20.96 | |
Day Change | -0.80% | |
Morningstar Category™ | Sector Equity Financial Services | |
IA (formerly IMA) Sector | Financials and Financial Innovation | |
ISIN | LU0262308454 | |
Fund Size (Mil) 02/05/2024 | EUR 41.83 | |
Share Class Size (Mil) 02/05/2024 | GBP 1.40 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 30/09/2023 | 0.22% |
Investment Objective: Jupiter Financial Innovation Class L GBP A Inc |
To achieve capital growth in the long term by investing in equity and equity related securities linked to financial innovation. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Guy de Blonay 01/01/2015 | ||
Inception Date 02/11/2006 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI ACWI/Financials GR USD | Morningstar Gbl Fin Svc TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Jupiter Financial Innovation Class L GBP A Inc | 31/03/2024 |
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Top 5 Holdings | Sector | % |
Kaspi.kz JSC ADS | Technology | 6.28 |
Nu Holdings Ltd Ordinary Shares ... | Financial Services | 5.12 |
Intermediate Capital Group PLC | Financial Services | 4.33 |
Swissquote Group Holding SA | Financial Services | 4.29 |
JPMorgan Chase & Co | Financial Services | 3.78 |
Increase Decrease New since last portfolio | ||
Jupiter Financial Innovation Class L GBP A Inc |