Breaking News
Get 45% Off 0
📌 New AI-picked stocks coming soon. 13 picks from last month are already up +25%...
Get early access
Close

Jupiter Financial Opportunities Fund I Inc (0P0000X9VL)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
9.773 -0.059    -0.60%
28/03 - Delayed Data. Currency in GBP
Type:  Fund
Market:  United Kingdom
Issuer:  Jupiter Unit Trust Managers Ltd
ISIN:  GB00B8JYV946 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 195.94M
Jupiter Financial Opportunities Fund I Inc 9.773 -0.059 -0.60%

0P0000X9VL Overview

 
Find basic information about the Jupiter Financial Opportunities Fund I Inc mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000X9VL MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
Loading
Last Update:
  • 1 Day
  • 1 Week
  • 1 Month
  • 3 Months
  • 6 Months
  • 1 Year
  • 5 years
  • Max
Rating
1-Year Change12.96%
Prev. Close9.832
Risk Rating
TTM Yield1.14%
ROE18.48%
IssuerJupiter Unit Trust Managers Ltd
Turnover251.39%
ROA3.23%
Inception DateOct 29, 2012
Total Assets195.94M
Expenses0.98%
Min. Investment1,000,000
Market Cap52.47B
CategorySector Equity Financial Services
What is your sentiment on Jupiter Financial Opportunities Fund I Inc?
or
Vote to see community's results!

Jupiter Financial Opportunities Fund I Inc Analysis


Performance

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1060 1028 1215 1271 1465 2420
Fund Return 6.01% 2.8% 21.48% 8.31% 7.94% 9.24%
Place in category 134 134 156 146 138 69
% in Category 75 74 88 81 89 47

Top Equity Funds by Jupiter Unit Trust Managers Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  Jupiter European I Inc 673.77M 6.24 5.36 9.20
  Jupiter European I Acc 708.36M 6.24 5.19 9.15
  Jupiter European Inc 77.38M 8.63 4.28 8.85
  GB00BZ2YMT70 416.84M 13.03 8.98 -
  Jupiter India X GBP Acc 711.16M -14.54 17.31 -

Top Funds for Sector Equity Financial Services Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Global Insurance Fund A GBP Inc 2.58B 3.07 17.08 13.12
  Global Insurance Fund B GBP Acc 2.58B 3.07 17.08 13.12
  Global Insurance Fund E GBP Inc 2.58B 3.16 17.66 13.69
  Global Insurance Fund F GBP Acc 2.58B 3.16 17.66 13.69
  Global Insurance Fund I AcG 2.58B 3.16 17.61 13.61

Top Holdings

Name ISIN Weight % Last Change %
  Citigroup US1729674242 5.55 70.33 -2.12%
  Barclays GB0031348658 5.32 287.10 -2.16%
  Swissquote Group Holding SA CH0010675863 5.15 378.80 -0.99%
  UniCredit IT0005239360 4.94 51.970 -2.31%
  NatWest Group GB00BM8PJY71 4.89 450.80 -1.81%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Sell Buy Strong Buy
Technical Indicators Strong Buy Sell Strong Buy
Summary Neutral Neutral Strong Buy
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P0000X9VL Comments

Write your thoughts about Jupiter Financial Opportunities Fund I Inc
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email