Jupiter Financial Opportunities

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Fund Overview

The Jupiter Financial Opportunities fund mainly invests in equities from the global financial sector in order to try and attain long term capital growth for investors. The investment strategy focuses on a concentrated portfolio of financial services companies, with some property related companies included if they are perceived to be undervalued and have attractive growth prospects.


The Jupiter Financial Opportunities fund portfolio tends to be structurally biased towards UK companies, but its global mandate means it is relatively unhindered with regards to country or sub-sector weightings.


The fund portfolio will generally be made up of around 70 holdings, which are selected using a conviction based approach, which looks at the risk-reward profile of a holding individually as well as at its place within the portfolio.

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Invest in this Fund using our Fund Supermarket

Our fund supermarket in conjunction with Cofunds provides you with a choice of over 1,500 investment funds from fund managers such as Invesco Perpetual, Schroders and Jupiter. When you use our service to buy your investment ISAs or funds we reinvest all initial commission to either reduce or eliminate the initial charge made by the fund manager. On our Select Fund range 100% of the initial charge is removed. You can buy funds online or request a postal investment pack.  

 

To invest online now use our secure application form which takes just 3 minutes to complete. (If you are applying online you will need to have your debit card with you. If you are applying for an ISA, you will also need your National Insurance Number.) 

 

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If you would prefer to receive a ISA brochure by post, please complete our enquiry form and we will send you our investment fund pack by post, which includes key feature documents and application forms.

 

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Our Fund Supermarket Service Provides:

 

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 Important Risk Information:

This website contains information only and does not constitute advice or a personal recommendation in any way whatsoever. The value of investments and income from them can fall as well as rise and you may not get back the full amount invested. The tax efficiency of ISAs is based on current tax law and there is no guarantee that tax rules will stay the same in the future.

Different types of investment carry different levels of risk and may not be suitable for all investors. Please ensure that you read the Important Risk Information for further details. Prior to making any decision to invest, you should ensure that you are familiar with the risks associated with a particular investment and should read the product literature. If you are in any doubt as to the suitability of a particular investment, both in respect of its objectives and its risk profile, you should seek independent financial advice.