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Jupiter Financial Opportunities Fund  

Guy de Blonay became lead manager of the Fund in January 2011 and was recently joined by deputy manager, Robert Mumby who took over from Philip Gibbs in October 2011. Guy and Robert have complementary investment styles.  

Industry experience means that they are well qualified to challenge earnings expectations and recognise shifts in economic trends and market sentiment. Once dominant themes have been identified, the team aims to find reasonable priced companies through which to play out these themes.

Fund managers 
Guy de Blonay became the Lead Manager of the Fund on 1 January 2011.

Robert Mumby was appointed Deputy Manager in October 2011.

Key fund facts
  • Aims to seek out growth opportunities in financials on a global basis, with a UK bias
  • The Fund Managers adopt a top down investment process combined with fundamental stock-level analysis
  • Stock ideas are generated from proprietary and third party research. The team's process includes meeting companies, scrutinising the quality of earnings and challenging consensus estimates


The value of investments and the income from them can fall as well as rise.

Downloads

 Fund factsheet

Fund Ratings
  1. S&P Research: AAA
  2. OBSR Rating: AA
  3. Lipper Total Return: 4
  4. Lipper Consistent Return: 3
  5. Lipper Capital Preservation: 4

Fund Manager
  1. Guy de Blonay
  2. Robert Mumby
Bid Price (p)Offer Price (p)Historic Yield (%)Fund Size (£m)
305.39323.530.2510.0

Percentage Growth
1 Year3 Years5 YearsSince Launch
-23.8-9.4-8.2568.3

Year on year percentage growth
2006 - 072007 - 082008 - 092009 - 102010 - 11
3.6-2.324.6-4.6-23.8

Fund prices and yields are calculated as at the valuation point on 3/2/2012

Please remember past performance should not be seen as a guide to future returns.

The value of an investment in a unit trust and the income from it can fall as well as rise and may be affected by exchange rate variations and you may not get back the amount you invested.

Performance data source: Financial Express, net income reinvested at UK basic rate of tax to 30/11/2011. For confirmation of individual fund launch dates, please see the Fund Information tab of the All Funds table. The OBSR Ratings are as at 30/11/2011. The Citywire ratings shown are the three year ratings as at 30/11/2011. Lipper ratings are sourced from Lipper as at 30/11/2011. Please see the online glossary within the help section for further definition of these ratings.

International Funds Application Forms Literature
Jupiter International funds
Ecology Fund (Inc)
Asian Fund
China Fund (Acc)
China Fund (Inc)
Financial Opportunities Fund
Global Managed Fund
Japan Income Fund (Acc)
Japan Income Fund (Inc)
North American Income Fund (Acc)
Jupiter Global Energy Fund
India Fund
Jupiter Global Emerging Markets Fund
North American Income Fund (Inc)
Want to Invest?
If you would like to invest in this fund, you can download an application form here.
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For more information about the Fund, a range of literature items are available.
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Fundology by John Chatfield-Roberts