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Jupiter Financial Opportunities Fund  

Philip Gibbs has a long-term track record of out-performing both his fund benchmark and sector average. The financials sector dominates global equity indices, making up just over 25% of the FTSE World Index alone, and is home to a diverse range of businesses, such as property companies and stockbrokers.

Philip has specialised in analysing financial companies for the past 20 years and the Fund's outstanding long-term performance record is largely down to his thematic and decisive approach to investing. Typically, the portfolio is constructed of approximately 50 holdings with the ten largest often accounting for a substantial portion of the Fund.

Fund manager 
Philip Gibbs has managed the Fund since launch in June 1997

Key fund facts
  • Philip has specialised in financial companies for the past 20 years
  • Has strong long-term performance record versus its benchmark which is largely down to his thematic and decisive approach.
  • Philip was cited as the best fund manager in Britain, based on being the most consistently rated manager by Citywire - Mail on Sunday, April 2006
The value of investments and the income from them can fall as well as rise.

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Fund factsheet

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

Fund Manager
    Philip Gibbs Citywire: AA
Bid Price (p)Offer Price (p)Historic Yield (%)Fund Size (£m)
306.69324.191.0691.0

Percentage Growth
1 Year3 Years5 YearsSince Launch
-13.021.484.5552.5

Year on year percentage growth
2003 - 042004 - 052005 - 062006 - 072007 - 08
11.436.523.213.2-13.0

Fund prices and yields are calculated as at the valuation point on 19/11/2008

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 31/07/2008. For confirmation of individual fund launch dates, please see the Fund Information tab of the All Funds table. The OBSR Ratings are as at 31/07/2008. The Citywire ratings shown are the three year ratings as at 31/07/2008. Lipper ratings are sourced from Lipper as at 31/07/2008. Please see the online glossary within the help section for further definition of these ratings.

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 Jupiter Investment Management Group Limited (JIMG), Jupiter Asset Management Limited (JAM) and Jupiter Unit Trust Managers Limited (JUTM) are all registered in England and Wales (nos 792030, 2036243 and 2009040). The registered address of JIMG, JAM and JUTM is 1 Grosvenor Place, London, SW1X 7JJ. JUTM and JAM are authorised and regulated by the Financial Services Authority, whose address is 25 The North Colonnade, Canary Wharf, London E14 5HS, under the references 122488 (JUTM) and 141274 (JAM). See www.fsa.gov.uk/register for more details. For company contact details click the link at the top of the page. Full legal information can be viewed by clicking the link above.