Jupiter Financials Contingent Capital Fund F (EUR) Hedged Inc Shares
Fund
ISIN IE00BJ848572 / Valor 49175582
NAV (2024-10-22)
EUR 9.70-0.27%
Jupiter Financials Contingent Capital Fund F (EUR) Hedged Inc Shares
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General Objective
The Jupiter Financials Contingent Capital Fund aims to generate a total return greater than that of the Bloomberg Barclays Contingent Capital Western Europe Index (USD Hedged) over rolling 3 year periods.
Fund Exposure
The fund primarily invests in fixed and variable rate debt securities issued by financial institutions with minimum capital requirements, such as insurers and banks.
Risks
Risks associated with this fund include investment risk, strategy risk related to Contingent Convertible bonds, credit risk, interest rate risk, liquidity risk, currency risk, derivative risk, and capital erosion risk. Investors should be aware of the potential for capital loss and the impact of trigger events on the fund's value.
sub investment grade bondscoco bondsbloomberg barclays contingent capital western europe index
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OTHER SHARE CLASSES OF THIS FUND
Jupiter Financials Contingent Capital Fund L (EUR) Hedged Inc Shares
Jupiter Financials Contingent Capital Fund L (EUR) Hedged Inc Shares
Jupiter Financials Contingent Capital Fund L (EUR) Hedged Inc Shares
Valor: 50098263
Annual Return
-50%0%+50%
Risk level
110
-0.28%EUR 9.05
Jupiter Financials Contingent Capital Fund I (GBP) Hedged Acc
Jupiter Financials Contingent Capital Fund I (GBP) Hedged Acc
Jupiter Financials Contingent Capital Fund I (GBP) Hedged Acc
Valor: 37715363
Annual Return
-50%0%+50%
Risk level
110
-0.27%GBP 14.65
Jupiter Financials Contingent Capital Fund C USD Acc
Jupiter Financials Contingent Capital Fund C USD Acc
Jupiter Financials Contingent Capital Fund C USD Acc
Valor: 37811634
Annual Return
-50%0%+50%
Risk level
110
-0.27%USD 13.62
Jupiter Financials Contingent Capital Fund F (GBP) Hedged Inc
Jupiter Financials Contingent Capital Fund F (GBP) Hedged Inc
Jupiter Financials Contingent Capital Fund F (GBP) Hedged Inc
Valor: 37715420
Annual Return
-50%0%+50%
Risk level
110
-0.27%GBP 9.95
Jupiter Financial Contingent Capital Fund F USD Acc
Jupiter Financial Contingent Capital Fund F USD Acc
Jupiter Financial Contingent Capital Fund F USD Acc
Annual Return
-50%0%+50%
Risk level
110
-0.27%USD 12.24
Jupiter Financials Contingent Capital Fund I USD Inc
Jupiter Financials Contingent Capital Fund I USD Inc
Jupiter Financials Contingent Capital Fund I USD Inc
Valor: 37715378
Annual Return
-50%0%+50%
Risk level
110
-0.27%USD 10.59
Jupiter Financials Contingent Capital Fund L USD Acc
Jupiter Financials Contingent Capital Fund L USD Acc
Jupiter Financials Contingent Capital Fund L USD Acc
Valor: 37715197
Annual Return
-50%0%+50%
Risk level
110
-0.27%USD 15.20
Jupiter Financials Contingent Capital Fund I (CHF) Hedged Acc
Jupiter Financials Contingent Capital Fund I (CHF) Hedged Acc
Jupiter Financials Contingent Capital Fund I (CHF) Hedged Acc
Valor: 50316109
Annual Return
-50%0%+50%
Risk level
110
-0.29%CHF 10.52
Jupiter Financials Contingent Capital Fund F USD Inc
Jupiter Financials Contingent Capital Fund F USD Inc
Jupiter Financials Contingent Capital Fund F USD Inc
Valor: 37715732
Annual Return
-50%0%+50%
Risk level
110
-0.26%USD 10.84
Jupiter Financials Contingent Capital Fund I (EUR) Hedged Acc
Jupiter Financials Contingent Capital Fund I (EUR) Hedged Acc
Jupiter Financials Contingent Capital Fund I (EUR) Hedged Acc
Valor: 40222830