Jupiter Systematic Consumer Trends Fund I USD Acc
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General Objective
The fund aims to achieve long-term capital growth by investing in shares and similar investments of companies listed or located throughout the world. It seeks to outperform the MSCI ACWI Consumer Staples and Consumer Discretionary Index over rolling 3 year periods.
Fund Exposure
The fund primarily invests in company shares and similar investments globally, with a focus on companies in the consumer staples and consumer discretionary sectors, particularly in the US. It may also allocate up to 30% in companies from emerging markets listed on a Regulated Market.
Risks
Investors should be aware that the fund is actively managed and uses derivatives to manage costs and risks. Additionally, the fund may deviate significantly from its benchmark index, which could impact performance. It is recommended for investors with a long-term investment horizon of at least 5 years.