Jupiter Financial Innovation Class N USD Acc HSC header image

Jupiter Financial Innovation Class N USD Acc HSC

Fund

ISIN LU2298067856 / Valor null

NAV (2025-04-07)
USD 9.28-3.73%

Jupiter Financial Innovation Class N USD Acc HSC
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General Objective

The fund aims to achieve long-term capital growth by investing in equity and equity-related securities linked to financial innovation.

Fund Exposure

The fund is primarily exposed to sectors such as banks, capital markets, financial services, insurance, interactive media & services, consumer finance, software, professional services, broadline retail, entertainment, semiconductors & semiconductor equipment, and communications equipment. It also has regional allocations in the Americas, Europe & Middle East, Europe & CIS, and the Pacific region.

Risks

Investors should be aware that market and exchange rate movements can cause the value of their investment to fluctuate. The fund manager may use derivatives for investment purposes, leading to potential risks and opportunities for positive or negative returns. Additionally, the fund's focus on a specific market sector may result in periods of high volatility. Gearing, or leveraging, can also lead to sudden movements in the portfolio's value.

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Source

https://www.jupiteram.com/ch/en/individual/product-page/jupiter-financial-innovation-d-usd-acc-hsc/

Tags:
global equities msci all countries world index financial innovation

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OTHER SHARE CLASSES OF THIS FUND

Jupiter Financial Innovation Class A USD Acc HSC
Jupiter Financial Innovation Class A USD Acc HSC Jupiter Financial Innovation Class A USD Acc HSC
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Annual Return

-50%0%+50%

Risk level

110
-3.69%USD 9.40
Jupiter Financial Innovation Class D GBP Acc
Jupiter Financial Innovation Class D GBP Acc Jupiter Financial Innovation Class D GBP Acc Valor: 21701319
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.04%GBP 23.39
Jupiter Financial Innovation Class D USD Acc HSC
Jupiter Financial Innovation Class D USD Acc HSC Jupiter Financial Innovation Class D USD Acc HSC
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.18%USD 11.15
Jupiter Financial Innovation L USD Hsc Acc
Jupiter Financial Innovation L USD Hsc Acc Jupiter Financial Innovation L USD Hsc Acc Valor: 30305459
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.21%USD 19.25
Jupiter Financial Innovation Class D EUR Acc
Jupiter Financial Innovation Class D EUR Acc Jupiter Financial Innovation Class D EUR Acc Valor: 21701101
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.24%EUR 16.58
Jupiter Financial Innovation Class L EUR Acc
Jupiter Financial Innovation Class L EUR Acc Jupiter Financial Innovation Class L EUR Acc Valor: 2707272
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.22%EUR 22.98
Jupiter Financial Innovation Class L USD Acc
Jupiter Financial Innovation Class L USD Acc Jupiter Financial Innovation Class L USD Acc Valor: 3212484
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.29%USD 16.98
Jupiter Financial Innovation Class L GBP A Inc
Jupiter Financial Innovation Class L GBP A Inc Jupiter Financial Innovation Class L GBP A Inc Valor: 2707273
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.04%GBP 22.49
Jupiter Financial Innovation Class N USD Acc
Jupiter Financial Innovation Class N USD Acc Jupiter Financial Innovation Class N USD Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-4.63%USD 7.83
Jupiter Financial Innovation Class D USD Acc
Jupiter Financial Innovation Class D USD Acc Jupiter Financial Innovation Class D USD Acc Valor: 21701116
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.26%USD 19.16