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Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.
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Our view on this fund
is the list of what we believe are the best funds in each sector. If a fund is not
within our Wealth 50 this is not necessarily a recommendation to sell.
However, if you are thinking of adding to your investments we believe
Wealth 50 funds are superior alternatives.
View funds on the Wealth 50 »
The Fund objective is to achieve long term capital growth principally through investment in equities and equity related securities of financial sector companies on an international basis, but with the power to invest in other asset types when the Manager considers it appropriate for market conditions. At least 70% of the Fund is invested in shares of companies in the financial services and related sector 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. The Fund may also enter into derivative transactions for investment (i.e. speculative) purposes. Target benchmark - MSCI All Country World Financials Index The MSCI All Country World Financials Index is an industry standard index and is one of the leading representations of global financials stock markets. It is easily accessible and provides a fair reflection of the Fund Manager's investment universe and a good relative measure to assess performance outcomes. The Fund is actively managed. This means the fund manager is taking investment decisions with the intention of achieving the Fund's investment objective; this may include decisions regarding asset selection, regional allocation, sector views and overall level of exposure to the market. The fund manager is not in any way constrained by the benchmark in their portfolio positioning, and will not hold all, or indeed may not hold any, of the benchmark constituents.