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84.84M
0.98%
Sep 19, 2011
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
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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