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Jupiter Financial Opportunities Fund I Inc (0P0000X9VL)

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9.607 -0.010    -0.15%
13/11 - Closed. Currency in GBP
Type:  Fund
Market:  United Kingdom
Issuer:  Jupiter Unit Trust Managers Ltd
ISIN:  GB00B8JYV946 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 209.74M
Jupiter Financial Opportunities Fund I Inc 9.607 -0.010 -0.15%

0P0000X9VL Overview

 
Find basic information about the Jupiter Financial Opportunities Fund I Inc mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000X9VL MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change27.88%
Prev. Close9.622
Risk Rating
TTM Yield1.41%
ROE20.36%
IssuerJupiter Unit Trust Managers Ltd
Turnover251.39%
ROA3.40%
Inception DateOct 29, 2012
Total Assets209.74M
Expenses0.98%
Min. Investment1,000,000
Market Cap43.41B
CategorySector Equity Financial Services
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Jupiter Financial Opportunities Fund I Inc Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1146 1010 1187 981 1252 2335
Fund Return 14.59% 1% 18.74% -0.65% 4.59% 8.85%
Place in category 103 182 167 149 125 65
% in Category 55 91 86 88 85 45

Top Equity Funds by Jupiter Unit Trust Managers Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  Jupiter European Inc 87.43M 2.49 6.96 9.62
  Jupiter European I Acc 804.3M 0.27 1.07 10.58
  Jupiter European I Inc 721.76M 0.27 1.23 10.63
  Jupiter UK Special Situations Inc 8.3M -2.14 9.16 4.83
  Jupiter India X GBP Acc 837.95M 25.07 21.66 -

Top Funds for Sector Equity Financial Services Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Global Insurance Fund A GBP Inc 2.53B 21.88 17.67 13.86
  Global Insurance Fund B GBP Acc 2.53B 21.88 17.67 13.86
  Global Insurance Fund E GBP Inc 2.53B 22.34 18.26 14.43
  Global Insurance Fund F GBP Acc 2.53B 22.34 18.26 14.43
  Global Insurance Fund R AcG 2.53B 21.88 17.67 13.82

Top Holdings

Name ISIN Weight % Last Change %
  Swissquote Group Holding SA CH0010675863 5.30 341.00 +0.12%
  Progressive US7433151039 5.23 261.37 -0.37%
  JPMorgan US46625H1005 5.17 241.16 +0.67%
  UniCredit IT0005239360 5.16 40.640 +1.35%
  Tokio Marine Holdings, Inc. JP3910660004 5.13 5,893.0 +0.41%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
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