Philip Gibbs has been managing a range of funds for over 10 years, and is considered one of the leading investment managers in the UK.
The Jupiter International Financials Fund aims to achieve long-term capital growth principally through investment in equities and equity related securities (including derivatives) of financial sector companies on an international basis. The Fund will have the flexibility to deal in smaller caps and to short individual stocks or indices using derivatives.
Fund manager
Philip Gibbs has managed the Fund since launch in December 2009.
Key fund facts
- The Fund focuses on financial sector companies on an international basis but has the power to invest in other asset types when it is appropriate for market conditions.
- Provides retail investors with access to Philip Gibbs' established investment approach (for long-only and hedge funds).
- The Fund is able to short using derivatives which means Philip can make full use of available market and economic information and protect/grow capital when financial stocks are falling.
- Philip has a strong long-term performance record in both his long-only strategies and his long/short offshore portfolios.
Please note that this Fund has a performance fee - 15% above a Hurdle Rate (the benchmark) subject to any fee taken not reducing the unit price below the High Water Mark - for more details, please read the Key Features Document (incorporating the Simplified Prospectus).
Fund factsheet
Glossary and FAQ