Quick Stats

Bid Price GBX 95.90 Offer Price GBX 101.41
Mid Price - Day Change GBX -0.06 (-0.06%)
Price Date 18 Oct 2017 Crown Rating 3
Shares Class Inc. Yield 0.80 %
Total Expense Ratio 1.52 Fund Size 51,300,749.00
Launch Date 14/12/2009 Standard Initial Charge (%) 5.25
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 1.25 Sector IMA UK Equity Income
Min Investment (£) 500.00 Total Expense Ratio (%) 1.52
ISIN GB00B551H564 Min TopUp (£) 50.00

Fund Objective

To achieve long term capital growth principally through investment in equities and equity related securities of financial sector companies on an international basis, but with the power to invest in other asset types when the Manager considers it appropriate for market conditions.

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.