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Jupiter Financial Opportunities Accumulation - GBP

Sell:683.23p Buy:683.23p Change: 8.97p (1.30%)
Prices as at 24 May 2019
Sell:683.23p
Buy:683.23p
Change: 8.97p (1.30%)
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account
Prices as at 24 May 2019
Sell:683.23p
Buy:683.23p
Change: 8.97p (1.30%)
Prices as at 24 May 2019
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Asset Allocation

X-ray asset allocation
Key % Net Assets
International Equities 88.56%
UK Equities 6.34%
Property 4.68%
Cash and Equiv. 0.43%
Other 0.00%

Top 10 holdings

Stock name % Weight Country Sector
1 Banque Cantonale Vaudoise 4.80% Switzerland Banks
2 PayPal Holdings 4.53% United States Support Services
3 Mastercard CL A 4.45% United States Financial Services
4 Visa 4.32% United States Financial Services
5 Citigroup 4.26% United States Banks
6 Bank of America Corp. 3.86% United States Banks
7 JPMorgan Chase & Co. 3.78% United States Banks
8 CME Group 3.41% United States Financial Services
9 First Data Corp 3.28% United States Support Services
10 SVB Financial Group 3.21% United States Banks

Where is the fund invested?

UK
Equities
Int'l
Equities
UK
Bonds
Int'l
Bonds
UK
Gilts
Managed Funds Property Other Cash and Equiv. Total
Basic Materials
Consumer Goods
Consumer Services
Financials 6.34% 55.39% 4.68% 66.40%
Health Care
Industrials 28.02% 28.02%
Oil & Gas
Technology 5.15% 5.15%
Telecommunications
Utilities
Property
Cash and Equiv. 0.43% 0.43%
Managed Funds
Bonds
Non-Classified 0.00% 0.00%
Commodities
Alternative Trading Strategies
Total 6.34% 88.56% 4.68% 0.00% 0.43% 100.00%
Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Data as at 31 January 2019. Data provided by FundsLibrary.

Fund Analysis is only available on the desktop version of our website. This can be accessed using a desktop or laptop PC or some larger tablets.

You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account