Jupiter Systematic Consumer Trends Fund I USD Acc header image

Jupiter Systematic Consumer Trends Fund I USD Acc

Fund

ISIN IE0006VTEOL1 / Valor null

NAV (2025-01-23)
USD 12.54-0.54%

Jupiter Systematic Consumer Trends Fund I USD Acc
UMushroom community rating:

star star star star star
0.00 0 votes No rating yet
NegativeNeutralPositive
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.

Content summarized by AI chatbot
Source

https://www.jupiteram.com/de/de/individual/product-page/jupiter-systematic-consumer-trends-fund-f-usd-acc/

Tags:
global equities consumer trends msci acwi consumer staples and consumer discretionary index

Ratings & reviews

star star star star star

0.00

0 votes
Performance:
starstarstarstarstar
0.00
Innovation:
starstarstarstarstar
0.00
Society:
starstarstarstarstar
0.00
Nature:
starstarstarstarstar
0.00

OTHER SHARE CLASSES OF THIS FUND

Jupiter Systematic Consumer Trends Fund F EUR Acc
Jupiter Systematic Consumer Trends Fund F EUR Acc Jupiter Systematic Consumer Trends Fund F EUR Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.16%EUR 11.79
Jupiter Systematic Consumer Trends Fund F USD Acc
Jupiter Systematic Consumer Trends Fund F USD Acc Jupiter Systematic Consumer Trends Fund F USD Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.53%USD 11.50
Jupiter Systematic Consumer Trends Fund F GBP Acc
Jupiter Systematic Consumer Trends Fund F GBP Acc Jupiter Systematic Consumer Trends Fund F GBP Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.15%GBP 11.68