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Jupiter International Financials

Ranked 22 out of 80 in - Long/Short Equity over 12 months
All calculations are in GBP unless stated

Managed by

Guy de Blonay

Guy started his investment career as an analyst at Jupiter in 1995.In 2001, he joined New Star (and subsequently Henderson, as a result of that company’s takeover of New Star in 2009). He returned to Jupiter in January 2010, initially in an advisory capacity, before assuming fund management responsibilities for Jupiter Global Financials SICAV in June 2010.

Objective

To achieve long term capital growth principally through investment in equities and equity related securities of financial sector companies on an international basis, but with the power to invest in other asset types when the Manager considers it appropriate for market conditions. Investment Policy: The Fund invests in a global portfolio of equities, equity related securities (including derivatives), cash, near cash, fixed interest securities, currency exchange transactions, index linked securities, money market instruments (MMIs) and deposits. At times the portfolio may be concentrated in any one or a combination of such assets and, as well as holding physical long positions the Manager may create synthetic long and short positions through derivatives.

Showing fund performance in United Kingdom View performance globally

Performance

Long/Short Equity over : 31/03/2018 - 31/03/2019
  • Rank 22/80 Total Return
  • Rank 78/80 Standard Deviation
  • Rank 75/80 Max Drawdown
Fund Name Currency Return
20 UNI-GLOBAL Absolute Return SAH-GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

3.7%

21 BSF European Opportunities Extension A4 GBP GBP

3.7%

22 Jupiter International Financials Acc GBP

3.3%

23 Kairos International Sicav - Key W GBP

2.9%

24 JPM Europe Equity Absolute Alpha C (perf) DisGBP H

Currency exposure is hedged

Currency exposure is hedged

GBP

2.1%

Fund Name Currency Loss
73 Polar Capital UK Absolute Equity R GBP GBP

-17.5%

74 BANOR SICAV North America Long Short Equity S GBP GBP

-18.3%

75 Jupiter International Financials Acc GBP

-21.4%

76 BSF European Diversified Equity Abs Ret A2 GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

-23.1%

77 SWMC European B GBP GBP

-24.5%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 12.3%
2018 -10.1% -2.3% 9.3% 5.1% -20.0%
2017 19.8% 6.5% 6.6% 2.7% 2.7%
2016 14.0% -5.9% 4.2% 11.8% 4.1%
2015 7.1% 9.2% -3.8% -4.7% 7.0%
2014 4.3% 0.5% -3.7% 1.3% 6.5%
2013 28.5% 15.5% 0.3% 2.8% 7.8%
2012 22.3% 10.8% -5.9% 7.4% 9.1%
2011 -13.2% -2.8% -3.2% -6.8% -1.0%
2010 -2.3% 8.2% -11.4% 0.5% 1.4%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/12/2018

Top 10 Holdings

Stock Size
USD Cash 7.34%
CME Group Inc ORD 5.71%
PayPal Holdings Inc ORD 5.42%
Wirecard AG ORD 5.11%
Visa Inc ORD 4.88%
Mastercard Inc ORD 4.58%
JPMorgan Chase & Co ORD 3.35%
DBS Group Holdings Ltd ORD 3.34%
Cboe Global Markets Inc ORD 3.25%
Bottomline Technologies (DE) Inc ORD 3.15%
31/12/2018

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date14/12/2009
  • Share Class size16Mn
  • Base currencyGBX
  • ISIN GB00B551H564

Purchase Info

  • Min. initial investment50,000
  • Min. regular additional investment5,000

Charges

  • Annual management1.25%
  • Initial investment0.00%

Related News

Jupiter's Mumby retires

Guy de Blonay has taken over Mumby's funds.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).