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Jupiter Financial Opportunities Class I - Accumulation (GBP)

Sell:1,195.48p Buy:1,195.48p Change: 5.03p (0.42%)
Prices as at 10 June 2025
Sell:1,195.48p
Buy:1,195.48p
Change: 5.03p (0.42%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now
Prices as at 10 June 2025
Sell:1,195.48p
Buy:1,195.48p
Change: 5.03p (0.42%)
Prices as at 10 June 2025
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now
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 78.16%
UK Equities 17.86%
Other 2.38%
International Bonds 1.00%
Investment Trusts 0.37%
Cash and Equiv. 0.24%

Top 10 holdings

Stock name % Weight Country Sector
1 ROYAL BANK OF SCOTLAND GROUP 5.57% United Kingdom Banks
2 UNICREDIT SOCIETA' PER AZIONI 5.46% Italy Banks
3 CITIGROUP 5.19% United States Banks
4 BARCLAYS 5.02% United Kingdom Banks
5 INTESA SANPAOLO SPA 5.01% Italy Banks
6 GOLDMAN SACHS GROUP INC. (THE) 4.66% United States Investment Banking & Brokerage Services
7 PROGRESSIVE CORPORATION (THE) 4.62% United States Non-life Insurance
8 SWISSQUOTE GROUP HLDG 4.54% Switzerland Investment Banking & Brokerage Services
9 JPMORGAN CHASE & CO 4.45% United States Banks
10 COMMERZBANK AKTIENGESELLSCHAFT 4.37% Germany 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
Technology 1.27% 3.23% 4.51%
Financials 16.59% 62.67% 1.00% 0.37% 80.62%
Real Estate 2.62% 2.62%
Consumer Discretionary 2.16% 2.16%
Industrials 7.48% 7.48%
Cash and Equiv. 0.24% 0.24%
Non-Classified 2.38% 2.38%
Total 17.86% 78.16% 1.00% 2.75% 0.24% 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 28 February 2025. Data provided by Broadridge.

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You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now