Fund Fact Sheet
Jupiter Financial Opportunities
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Quick Stats
| Fund currency | GBX |
Change on day | -1.10% |
Sector |
Specialist |
| Bid price | 400.14 |
YTD return | 14.71% |
Fund Size (£m) |
1287.067059 |
| Mid price | n/a |
Yield | 0.20% |
Fund type | UKA |
| Offer price | 423.75 |
Type | Income |
Launch Date | 01-06-1997 |
| Fund Objective |
| To achieve long-term capital growth principally through investment in equities of financial sector companies on an international basis. |
Fund Ratings
| Interactive Investor Risk Rating |
Financial Express Crown Rating |
| Risk Level |
Medium |
 |
n/a
|
Performance Against Sector
| Total returns |
Fund +/- |
Sector +/- |
| 1 year |
+28.06% |
+39.30% |
| 3 year |
+28.71% |
+3.95% |
| 5 year |
+103.52% |
+54.18% |
12 Month Performance
| High |
439.84 |
| Low |
309.32 |
Manager Information
| Name |
Start Date |
Biography |
| Philip Gibbs |
13-05-1997 |
Philip Gibbs joined Jupiter in 1997 and has managed the Jupiter Financial Opportunities Fund (Unit Trust) since its launch in May of that year. He also manages the Jupiter Hyde Park Hedge Fund plc, and the Jupiter Second Split Trust plc, as well as one UK equity mandate and one specialist mandate. He is co-manager of the Jupiter Global Financials SICAV. Philip has had extensive experience as a stockbroking analyst specialising in equities of UK financial companies, having worked in relevant roles between 1983 and 1997 for both BZW and Laing and Cruickshank. Philip studied History at Cambridge University and became a Chartered Accountant in 1983. |
Current Market Information
| Bid |
400.14 |
| Mid |
n/a |
| Offer |
423.75 |
| Change |
-4.71 (-1.10%) |
| XD (ex-dividend) |
Yes |
| Price Date |
20-11-2009 |
Purchase Information
| Min. Single Investment |
£500 |
| Min Regular Savings |
£250 |
| Ex-Dividend Date(s) |
1 May
1 Nov |
| ISA |
Yes |
| Pep |
Yes |
|
Charges
| Standard (Fund Manager) Initial Charge |
5.25% |
| Annual Management Charge (AMC) |
1.5% |
| Total Expenses Ratio (TER) |
% |
|
Fund codes
| ISIN Code |
GB0004790191 |
| MEX Code |
RWFO |
The pricing, performance, charts and/or news information provided above is only for your personal information and use and is not intended to address your particular requirements or to be relied upon in making (or refraining from making) any specific investment or other decisions. Interactive Investor Trading Limited and its Data Providers do not warrant the accuracy, timeliness or suitability of any information provided above. Such information shall not constitute any form of advice or recommendation by us. Where you are unsure about any matters raised by the above information you should obtain appropriate expert independent advice.
Past performance of an investment is not necessarily a guide to its performance in the future. The value of investments or income from them may go down as well as up. You may not necessarily get back the amount you invested.
