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Jupiter International Financials Fund  

Robert Mumby is manager of the Jupiter International Financials Fund. Robert took over management of the Fund in November 2011 from Philip Gibbs who managed the Fund since its launch in 2009. Robert is supported by Guy de Blonay, deputy manager of the Fund.  

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
Robert Mumby has managed the Fund since 1 November 2011.

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.
  • The Fund is able to short using derivatives which means Robert can make full use of available market and economic information and protect/grow capital when financial stocks are falling.
  • Robert has over 20 years' experience within the industry and has achieved strong risk-adjusted returns managing the Jupiter Financials Hedge Fund.  

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

    Fund Manager
    1. Robert Mumby
    2. Guy de Blonay
    Bid Price (p)Offer Price (p)Historic Yield (%)Fund Size (£m)
    42.9545.540.037.8

    Percentage Growth
    1 Year3 Years5 YearsSince Launch
    -14.3 - - -20.0

    Year on year percentage growth
    2006 - 072007 - 082008 - 092009 - 102010 - 11
    - - - - -14.3

    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.

    Derivative risk: The use of derivatives to speculate as to the direction a market index, currency or share will move can cause periods of high volatility. The Fund may incur losses greater than its original investment into derivative contracts (although unit holders will not incur any liabilities beyond their initial investment). The Fund is able to gain market exposure in excess of its net asset value which can increase or decrease the value of units to a greater extent than would have occurred had no additional market exposure beyond the funds net asset been in place. The Fund value is unlikely to increase and decrease in line with the respective markets it invests into. Further information is contained within the Key Features (incorporating Simplified Prospectus).

    Specialised Funds Application Forms Fund Literature
    Jupiter Specialised Funds
    Absolute Return Fund
    International Financials Fund
    Want to invest?
    Download an application form to invest in this fund.
     
    For more information about the Fund, a range of literature items are available.
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