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Jupiter Financial Opportunities Class I - Income (GBP)

Sell:940.66p Buy:940.66p Change: 3.59p (0.38%)
Prices as at 24 December 2024
Sell:940.66p
Buy:940.66p
Change: 3.59p (0.38%)
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 24 December 2024
Sell:940.66p
Buy:940.66p
Change: 3.59p (0.38%)
Prices as at 24 December 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.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

The financial sector is commonly associated with banks and the memory of the turmoil they faced during the 2007 / 2008 financial crisis remains fresh in many investors' minds. A lot of progress has been made since the crisis though and Western banks are managed differently and subject to greater regulatory scrutiny. The financial sector is also much broader and more diverse than many realise. Banks in emerging markets were barely affected by the financial crisis while the sector also comprises companies in the insurance, asset management, and payment processing industries globally. This has given fund managers plenty of opportunities to find attractive businesses, but it should still be remembered that funds investing in a single sector are higher-risk than those diversified across a broad range of sectors.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

24/12/19 to 24/12/20 24/12/20 to 24/12/21 24/12/21 to 24/12/22 24/12/22 to 24/12/23 24/12/23 to 24/12/24
Annual return 16.71% 5.53% -20.66% 9.50% 23.83%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Fund Management Group Comment

Launched in 1985 as a specialist boutique, Jupiter has grown to be one of the UK's most successful and respected investment management groups. Jupiter currently manages assets spread across a range of UK and offshore mutual funds, multi-manager products, hedge funds, institutional mandates and investment companies.

Jupiter has gained a reputation for achieving outperformance across a broad variety of portfolios specialising in different markets, including UK equities, Europe and bonds.

Information about the fund

Fund manager biography

manager photo
Manager Name: Guy de Blonay
Manager start date: 1 June 2010
Manager located in: London

Guy joined Jupiter in May 2010. He is a member of the Financials team. Guy is the Manager of the Jupiter Financial Opportunities Fund (Unit Trust),Jupiter International Financials Fund (Unit Trust) and Jupiter Global Financials SICAV. Previously, Guy worked at New Star/Henderson for eight years managing the Henderson New Star Global Financials Fund, New Star Financial Opportunities Investment Trust and New Star Financials Hedge Fund. Prior to this, he worked for six years as an analyst at Jupiter.

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. Benchmark data provided subject to this disclaimer.
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