Jupiter Financial Opportunities Fund I Inc

The fund aims to provide capital growth over the long term, with a minimum investment horizon of at least five years.

The fund primarily invests in shares of companies in the financial services and related sectors worldwide, with at least 70% of the portfolio allocated to these sectors. Up to 30% of the fund may be invested in other transferable securities, open-ended funds, cash, money market instruments, and deposits. The fund manager focuses on identifying undervalued companies within major sector themes to exploit potential opportunities.

Investors should be aware that this fund is actively managed, meaning the fund manager has the flexibility to make investment decisions without being constrained by a benchmark. As a result, the fund may have a higher level of volatility compared to passively managed funds. Additionally, the fund's exposure to the financial services sector may subject it to specific risks associated with this industry, such as regulatory changes, economic downturns, and market fluctuations. Investors should carefully consider their investment horizon and risk tolerance before investing in this fund.

https://www.jupiteram.com/uk/en/individual/product-page/jupiter-financial-opportunities-fund-l-gbp-inc/