Quick Stats

Bid Price GBX 645.48 Offer Price GBX 647.46
Mid Price - Day Change GBX +5.72 (0.89%)
Price Date 17 Oct 2017 Crown Rating 2
Shares Class Inc. Yield 0.90 %
Total Expense Ratio 1.01 Fund Size 528,124,095.00
Launch Date 02/06/1997 Standard Initial Charge (%) 5.25
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.75 Sector IMA UK Equity Income
Min Investment (£) 5,000,000.00 Total Expense Ratio (%) 1.01
ISIN GB00B5LG4657 Min TopUp (£) 50,000.00

Fund Objective

The objective is to achieve long-term capital growth principally through investment in equities of financial sector companies on an international basis. The investment policy is to invest in a concentrated, international portfolio. The Fund will principally comprise of financial services companies and to a lesser extent property related companies considered by the Manager to be undervalued and which exhibit favourable growth prospects arising from characteristics such as proven management or strong products or services. The Fund's investment in UK companies will be equal to or greater than the UK weighting in the MSCI All Country World Financials Index or any successor benchmark index. Investment in other countries is, however, unconstrained.

Fund Managers

Guy de Blonay
Guy joined Jupiter in 1995 and is currently a fund manager in the Global equities team. Guy is the lead manager of the Jupiter Financial Opportunities Fund and the Jupiter International Financials Fund (Unit Trusts) as well as the Jupiter Global Financials fund (SICAV). In 2001, Guy joined New Star (which was subsequently taken over by Henderson) where he managed global financial equities. He returned to Jupiter in January 2010, initially in an advisory capacity, before again assuming fund management responsibilities in June 2010.