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Jupiter Financial Opportunities

Quick Stats

Fund currency GBX Change on day 4.71p Sector IMA Specialist
Bid price 366.04p Change on day 1.23 % Fund Size £1.1b 30/06/2010
Mid price - Yield 0.00 % Fund type UK Authorised Unit Trust
Offer price 387.66p Unit type Income Available as ISA, PEP
Price date 12:00 02/09/2010 Crown RatingFinancial Express Crown Rating Launch date 01/06/1997

Fund Objective

To achieve long-term capital growth principally through investment in equities of financial sector companies on an international basis.

Purchase Information

Min. Investment £500
Min. Top-up £250
Standard Initial
Charge		 5.25 %
Annual Management
Charge		 1.50 %
Dividend Dates May 01, Nov 01

Manager Information

Manager name Philip Gibbs
Manager since 01/06/1997
Manager's biography Philip Gibbs joined Jupiter in 1997. He manages the Jupiter Absolute Return Fund (Unit Trust), the Jupiter International Financials Fund (Unit Trust), the Jupiter Second Split Trust PLC and institutional assets. Philip also co-manages the Jupiter Financial Opportunities Fund (Unit Trust), the Jupiter Global Financials SICAV and is Deputy Manager of the Jupiter Hyde Park Hedge Fund, alongside Guy de Blonay. Philip has had extensive experience as a stockbroking analyst specialising in equities of UK financial companies, having worked in relevant roles between 1983 and 1997 for both BZW and Laing and Cruickshank. Philip gained a degree from Cambridge University and is a Chartered Accountant.
Manager name Guy de Blonay
Manager since 01/06/2010
Manager's biography Guy de Blonay joined Jupiter in January 2010. He is a member of the Financials team. Guy co-manages the Jupiter Financial Opportunities Fund (Unit Trust) with Philip Gibbs and is the Lead Manager of the Jupiter Hyde Park Hedge Fund. Previously, Guy worked at New Star/Henderson for eight years managing the Henderson New Star Global Financials Fund, New Star Financial Opportunities Investment Trust and New Star Financials Hedge Fund. Prior to this, he worked for six years as an Analyst at Jupiter.

Performance Chart

    Jupiter Financial Opportunities
    IMA Specialist

Cumulative Performance

  3 mth 6 mth 1 yr 3 yr 5 yr
Fund -3.15 % -10.32 % -7.93 % 14.35 % 53.29 %
Sector 1.77 % 0.35 % 15.63 % 6.77 % 40.61 %
Relative to sector -4.92 % -10.67 % -23.56 % 7.58 % 12.68 %
Rank within sector 150 / 164 159 / 164 154 / 155 29 / 115 33 / 78
Quartile 4 4 4 1 2

Discrete Performance Last Quarter End

  01/07/2009 -
30/06/2010		 01/07/2008 -
30/06/2009		 01/07/2007 -
30/06/2008		 01/07/2006 -
30/06/2007		 01/07/2005 -
30/06/2006
Fund 8.52 % 14.98 % -12.03 % 15.06 % 30.52 %
Sector 22.64 % -14.27 % -4.72 % 15.29 % 26.24 %
Relative to sector -14.12 % 29.25 % -7.32 % -0.23 % 4.29 %
Quartile 4 1 3 3 2

Discrete Performance by Calendar Year

  YTD 2009 2008 2007 2006
Fund -7.38 % 11.91 % 7.32 % 1.85 % 15.72 %
Sector 3.94 % 32.16 % -25.05 % 4.76 % 15.62 %
Relative to sector -11.32 % -20.25 % 32.37 % -2.90 % 0.09 %
Quartile 4 4 1 3 2

Fund Holdings - as at June 30, 2010

Top 10 Holdings % of Fund
1 CITIGROUP INC 6.96 %
2 SUN HUNG KAI PROPERTIES 6.83 %
3 DNB NOR ASA 5.99 %
4 HSBC HLDGS 5.81 %
5 STANDARD CHARTERED 5.61 %
6 BANK OF CHINA 4.31 %
7 JPMORGAN CHASE & CO 2.96 %
8 TURKIYE GARANTI BANKASI 2.90 %
9 INDUSTRIAL&COMMERCIAL BK CHINA(ASIA 1.99 %
10 BANK OF AMERICA CORP 1.93 %

Sector Weighting - as at June 30, 2010

Sector % of Fund
1 Banks 47.58 %
2 Money Market 41.17 %
3 Real Estate 6.89 %
4 Insurance 1.70 %
5 Equities 1.53 %
6 Financial Services 1.13 %

Region Weighting - as at June 30, 2010

Region % of Fund
1 Money Market 41.16 %
2 UK 16.18 %
3 Far East ex Japan 14.97 %
4 North America 13.72 %
5 Eastern Europe 7.16 %
6 Europe 6.81 %


Asset Weighting - as at June 30, 2010

Asset % of Fund
1 International Equities 58.83 %
2 Money Market 41.17 %