Jupiter Financial Innovation Class L GBP A Inc

Qualification

ISIN: LU0262308454

Categoria Morningstar: Sector Equity Financial Services

Società: Jupiter AM

To achieve capital growth in the long-term. The Fund will invest at least 70 per cent of its Net Asset Value in a global portfolio consisting of: (i) equity and equity related securities (including preference shares, warrants, participation notes and depositary receipts) which may be issued by issuers located in any country and which the Investment Manager believes drive or benefit from (or have the potential to drive or benefit from) financial innovation, including but not limited to payments technology, digital financial services, mobile banking and blockchain; and (ii) financial derivative instruments. The companies in which the Fund invests are considered by the Investment Manager to be undervalued and exhibit favourable growth prospects arising from characteristics such as proven management or strong products or services.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2021 2020 2019 2018 2017
Rendimento annuo: Fondo 1 anno: 40,18 3 anni: 13,00 5 anni: 12,77 Inizio: 5,49 2021: 0,45 2020: 23,26 2019: 32,56 2018: -11,63 2017: 14,26
Rendimento annuo: Categoria 1 anno: 48,89 3 anni: 6,99 5 anni: 9,72 Inizio: - 2021: 15,02 2020: -9,29 2019: 26,22 2018: -14,28 2017: 11,36
Rendimento annuo: Percentile 1 anno: 50,00 3 anni: 3,00 5 anni: 18,00 Inizio:- 2021: 99,00 2020: 2,00 2019: 30,00 2018: 43,00 2017: 23,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 21,85 3 Sharpe Ratio: 0,49 5 Correlazione: 77,75 Beta: 0,77 Alfa: 7,04 Tracking error: 16,04 Info Ratio: 0,38
Fonte: Morningstar. Dati in euros. Categoria: Sector Equity Financial Services. Data: 2021-04-20
Fonte: Morningstar. Dati in euros. Categoria: Sector Equity Financial Services. Data: 2021-04-20