Financials Equity
Jupiter Financial Opportunities Fund
Last updated: 2026-09-03
The Verdict
Jupiter Financial Opportunities Fund charges an expense ratio of 1.73%. On a $100,000 portfolio, that's $1,730 per year in fees, and it scales with the amount invested. Supreme.PM's decoded model tracked it at 58% correlation over the measured period — partial, not close, tracking, for a flat monthly subscription that does not change with portfolio size.
Expense Ratio
1.73%
Star Rating
3/ 5
Market Beta
0.97
Model Correlation
58%
Sharpe Ratio
0.80
Max Drawdown
37.97%
Supreme.PM Cost
Flat monthly subscription
Not a percentage of your assets
Performance
Performance comparison — 1Y: Fund 23.0% vs Model 23.3%; 3Y: Fund 114.9% vs Model 125.5%; 5Y: Fund 60.5% vs Model 96.2%.
Alpha After Fees
Supreme.PM's model shows 58% correlation with Jupiter Financial Opportunities Fund over the measured period — meaningful but partial tracking, not equivalent exposure.
Fee Analysis
Jupiter Financial Opportunities Fund charges 1.73% of assets annually. Supreme.PM charges a flat monthly subscription instead, so its cost does not rise as a portfolio grows.
Data sources: Refinitiv Lipper, SEC EDGAR Filings, Supreme.PM Analytics
Past performance does not guarantee future results. Model returns are backtested and may not reflect actual trading conditions.
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Frequently Asked Questions
What is the expense ratio of Jupiter Financial Opportunities Fund?
Jupiter Financial Opportunities Fund has an expense ratio of 1.73%, charged as a percentage of the amount invested. Supreme.PM's decoded model is offered for a flat monthly subscription instead.
How does Supreme.PM replicate Jupiter Financial Opportunities Fund?
Supreme.PM builds a transparent, rules-based model of listed securities designed to track this fund's return profile. Over the measured period it tracked the fund partially, at 58% correlation. The model is published in full, so its positions are visible rather than disclosed with a delay.
What are the risks of fund replication?
While our models aim for high correlation, they may not perfectly match the fund's returns due to timing differences in rebalancing, transaction costs, and disclosure delays. Backtested results may not reflect future performance.
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