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Jupiter Financial Opportunities Class I - Accumulation (GBP)

Sell:1,143.83p Buy:1,143.83p Change: 5.62p (0.49%)
Prices as at 4 February 2025
Sell:1,143.83p
Buy:1,143.83p
Change: 5.62p (0.49%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now
Prices as at 4 February 2025
Sell:1,143.83p
Buy:1,143.83p
Change: 5.62p (0.49%)
Prices as at 4 February 2025
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Asset Allocation

X-ray asset allocation
Key % Net Assets
International Equities 77.24%
UK Equities 16.56%
Other 3.25%
International Bonds 1.37%
Cash and Equiv. 1.07%
Investment Trusts 0.50%
Alternative Trading Strategies 0.00%

Top 10 holdings

Stock name % Weight Country Sector
1 PROGRESSIVE CORPORATION (THE) 5.03% United States Non-life Insurance
2 UNICREDIT SOCIETA' PER AZIONI 4.99% Italy Banks
3 SWISSQUOTE GROUP HLDG 4.82% Switzerland Investment Banking & Brokerage Services
4 INTERMEDIATE CAPITAL GROUP 4.71% United Kingdom Investment Banking & Brokerage Services
5 NU HOLDINGS 4.60% United States Finance & Credit Services
6 BARCLAYS 4.52% United Kingdom Banks
7 ARCH CAPITAL GROUP LTD 4.35% United States Non-life Insurance
8 INTESA SANPAOLO SPA 4.25% Italy Banks
9 CITIGROUP 3.92% United States Banks
10 APOLLO GLOBAL MANAGEMENT INC NEW 3.92% United States Investment Banking & Brokerage Services

Where is the fund invested?

UK
Equities		 Int'l
Equities		 UK
Bonds		 Int'l
Bonds		 UK
Gilts		 Managed Funds Property Other Cash and Equiv. Total
Technology 1.88% 1.88%
Financials 13.79% 65.32% 1.37% 0.50% 80.99%
Real Estate 2.97% 2.97%
Consumer Discretionary 1.28% 2.36% 3.64%
Industrials 1.49% 4.71% 6.19%
Cash and Equiv. 1.07% 1.07%
Non-Classified 3.25% 3.25%
Total 16.56% 77.24% 1.37% 3.76% 1.07% 100.00%
Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Data as at 31 October 2024. Data provided by Broadridge.

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You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now