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Jupiter Financial Opportunities Fund L Inc (0P00000C8W.L)

LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
849.080.00 (0.00%)
At close: 08:00PM GMT
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Jupiter Financial Opportunities Fund L Inc

70 Victoria Street

The Zig Zag Building

+44 20 3817 1000
Management Information
,Lead Manager since June 1, 2010
Guy de Blonay joined Jupiter in January 2010. He is a member of the Financials team. Guy co-manages the Jupiter Financial Opportunities Fund (Unit Trust) with Philip Gibbs and is the Lead Manager of the Jupiter Hyde Park Hedge Fund. 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.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryN/A
Fund FamilyJupiter Unit Trust Managers Ltd
Net Assets579.76M
YTD Return3.26%
Yield1.30%
Morningstar Rating★★★★
Inception DateFeb 9, 2018

Fund Operations

Last DividendN/A
Last Cap GainN/A
Holdings Turnover450.44%
Average for CategoryN/A

Fees & Expenses

Expense0P00000C8W.LCategory Average
Annual Report Expense Ratio (net)0.00%N/A
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/AN/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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