Jupiter Financials Contingent Capital Fund F (GBP) Hedged IncRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 5.3 | 5.1 | -7.7 | 13.1 | 2.9 | |
+/-Cat | - | - | - | - | - | |
+/-B’mrk | - | - | - | - | - | |
Category: Other Bond | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 17/05/2024 | GBP 9.67 | |
Day Change | 0.04% | |
Morningstar Category™ | Other Bond | |
IA (formerly IMA) Sector | Specialist Bond | |
ISIN | IE00BF47CZ04 | |
Fund Size (Mil) 17/05/2024 | USD 111.42 | |
Share Class Size (Mil) 17/05/2024 | GBP 2.48 | |
Max Initial Charge | - | |
Ongoing Charge 09/12/2022 | 0.57% |
Investment Objective: Jupiter Financials Contingent Capital Fund F (GBP) Hedged Inc |
The fund aims to generate a total return. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Luca Evangelista 01/07/2020 | ||
Inception Date 14/08/2017 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Bloomberg Con Cap WestEU TR HUSD | - |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Jupiter Financials Contingent Capital Fund F (GBP) Hedged Inc | 31/03/2024 |
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