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Jupiter Financial Opportunities Fund I Acc (0P0000U20G)

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10.925 +0.140    +1.34%
22/11 - Closed. Currency in GBP
  • Morningstar Rating:
  • Total Assets: 84.84M
Type:  Fund
Market:  United Kingdom
Issuer:  Jupiter Unit Trust Managers Ltd
ISIN:  GB00B5LG4657 
Asset Class:  Equity
Jupiter Financial Opportunities Fund I Acc 10.925 +0.140 +1.34%

0P0000U20G Overview

 
On this page you'll find an in-depth profile of Jupiter Financial Opportunities Fund I Acc. Learn about the key management, total assets, investment strategy and contact information of 0P0000U20G among other information.
Category

Sector Equity Financial Services

Total Assets

84.84M

Expenses

0.98%

Inception Date

Sep 19, 2011

Investment Strategy

To provide capital growth over the long term (at least five years). At least 70% of the Fund is invested in shares of companies in the financial services and related sectors based anywhere in the world. Up to 30% of the Fund may be invested in other assets, including shares of other companies, open-ended funds (including funds managed by Jupiter and its associates), cash and near cash

Contact Information

Address 70 Victoria Street
London,London SW1E 6SQ
United Kingdom
Phone +44 20 3817 1000
Fax +44 20 3817 1820

Top Executives

Name Title Since Until
Guy de Blonay Co-Manager 2010 Now
Biography 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.
Robert Mumby Portfolio Manager 2011 2015
Biography Robert Mumby hasmore than 25 years experience in the financial service sector, including 12 years as an investment analyst. He joined Jupiter in January 2006 to assist with the management of the Jupiter Financial Opportunities Fund. He is also Fund Manager of the financials segment of the Jupiter Global Managed Fund.
Philip Gibbs Director, Portfolio Manager 1997 2011
Biography Philip Gibbs joined Jupiter in 1997. He manages the Jupiter Absolute Return Fund (Unit Trust), the Jupiter International Financials Fund (Unit Trust), the Jupiter Second Split Trust PLC and institutional assets. Philip also co-manages the Jupiter Financial Opportunities Fund (Unit Trust), the Jupiter Global Financials SICAV and is Deputy Manager of the Jupiter Hyde Park Hedge Fund, alongside Guy de Blonay. 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 gained a degree from Cambridge University and is a Chartered Accountant.
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