Jupiter India Fund
The objective of the Jupiter India Fund is to provide a return, net of fees, higher than that provided by the MSCI India Index over the long term (at least five years).
Fund Objective
To provide a return, net of fees, higher than that provided by the MSCI India Index over the long term (at least five years). At least 70% of the Fund is invested in shares of companies based in India. Up to 30% of the Fund may be invested in other assets, including shares of companies based anywhere in the world, open-ended funds (including funds managed by Jupiter and its associates), cash and near cash.
- The fund aims to achieve long-term capital growth, by investing primarily in companies which operate or reside in India.
- Avinash Vazirani, the fund manager, has extensive experience investing in India and invests with a ‘Growth at a Reasonable Price’ philosophy.
The fund invests in a single developing geographic area and there is a greater risk of volatility due to political and economic change, fees and expenses tend to be higher than in western markets. These markets are typically less liquid, with trading and settlement systems that are generally less reliable than in developed markets, which may result in large price movements or losses to the fund. The fund manager may use derivatives, which carries additional risks and may result in large fluctuations in the value of the fund. There is also a risk that counterparties to derivatives may become insolvent, which may cause losses to the fund. This fund invests mainly in shares and it is likely to experience fluctuations in price which are larger than funds that invest only in bonds and/or cash.
| FUND FACTS | |
|---|---|
| Fund Name | Jupiter India Fund |
| Fund Manager(s) | Avinash Vazirani |
| Share Class Launch Date | 19 Sept 2011 |
| Offer Closes | closed |
| Product Type | Unit Trust |
| Available as an ISA | Yes |
| Distribution Frequency | Annually |
| XD Dates | August |
| Pricing Frequency | Daily |
| Yield | 0.10% |
| Share Class | I |
| Fund Charges | |
| Initial charge: | 0.% |
| Fund Manager Ongoing Charge: | 0.99% |
| Total Service Fee p.a. | 0.43% |
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