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.