Jupiter Systematic Healthcare Innovation Fund I USD Acc header image

Jupiter Systematic Healthcare Innovation Fund I USD Acc

Fund

ISIN IE000SNZR9C8 / Valor null

NAV (2025-01-21)
USD 10.45-0.09%

Jupiter Systematic Healthcare Innovation 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 Health Care Index with net dividends re-invested over rolling 3 year periods.

Fund Exposure

The fund invests at least 70% in company shares and similar investments globally, with a focus on the health care sector. It may also invest up to 30% in companies domiciled in emerging markets. The portfolio construction is driven by systematic analysis of companies based on various characteristics to identify attractively priced investment opportunities.

Risks

Investors should be aware that the fund may not be suitable for those planning to withdraw their money within 5 years. Additionally, portfolio transaction costs, along with charges, may impact the fund's performance.

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Source

https://www.jupiteram.com/uk/en/professional/product-page/jupiter-systematic-healthcare-innovation-fund-f-gbp-acc/

Tags:
global equities health care msci acwi health care index

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OTHER SHARE CLASSES OF THIS FUND

Jupiter Systematic Healthcare Innovation Fund F USD Acc
Jupiter Systematic Healthcare Innovation Fund F USD Acc Jupiter Systematic Healthcare Innovation Fund F USD Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.08%USD 9.74
Jupiter Systematic Healthcare Innovation Fund F GBP Acc
Jupiter Systematic Healthcare Innovation Fund F GBP Acc Jupiter Systematic Healthcare Innovation Fund F GBP Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.40%GBP 9.95
Jupiter Systematic Healthcare Innovation Fund F EUR Acc
Jupiter Systematic Healthcare Innovation Fund F EUR Acc Jupiter Systematic Healthcare Innovation Fund F EUR Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.55%EUR 10.03