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Jupiter Financial Opportunities Class I - Accumulation (GBP)

Sell:1,087.71p Buy:1,087.71p Change: 1.64p (0.15%)
Prices as at 13 November 2024
Sell:1,087.71p
Buy:1,087.71p
Change: 1.64p (0.15%)
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 13 November 2024
Sell:1,087.71p
Buy:1,087.71p
Change: 1.64p (0.15%)
Prices as at 13 November 2024
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 76.78%
UK Equities 16.94%
Cash and Equiv. 2.88%
Other 2.78%
Investment Trusts 0.62%
Alternative Trading Strategies 0.00%

Top 10 holdings

Stock name % Weight Country Sector
1 TOKIO MARINE HOLDINGS 5.38% Japan Non-life Insurance
2 INTERMEDIATE CAPITAL GROUP 5.20% United Kingdom Investment Banking & Brokerage Services
3 UNICREDIT SOCIETA' PER AZIONI 5.13% Italy Banks
4 SWISSQUOTE GROUP HLDG 4.99% Switzerland Investment Banking & Brokerage Services
5 JPMORGAN CHASE & CO 4.81% United States Banks
6 PROGRESSIVE CORPORATION (THE) 4.69% United States Non-life Insurance
7 INTESA SANPAOLO SPA 3.97% Italy Banks
8 NU HOLDINGS 3.91% United States Finance & Credit Services
9 BARCLAYS 3.86% United Kingdom Banks
10 ARCH CAPITAL GROUP LTD 3.76% United States Non-life Insurance

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 3.59% 3.59%
Financials 15.28% 67.45% 0.62% 83.35%
Real Estate 2.79% 2.79%
Consumer Discretionary 0.92% 1.40% 2.32%
Industrials 0.74% 1.55% 2.29%
Cash and Equiv. 2.88% 2.88%
Non-Classified 2.78% 2.78%
Total 16.94% 76.78% 3.40% 2.88% 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 30 June 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