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Jupiter Income Trust Inc

Performance History30/09/2014
Growth of 1,000 (GBP) Advanced Graph
Jupiter Income Trust Inc
Fund9.3-0.27.325.80.1
+/-Cat-6.21.7-7.7-0.1-1.4
+/-B’mrk-5.23.3-5.05.0-0.5
 
Key Stats
NAV
23/10/2014
 GBX 464.65
Day Change 0.00%
Morningstar Category™ UK Equity Income
IMA Sector UK Equity Income
ISIN GB0004791389
Fund Size (Mil)
30/09/2014
 GBP 1975.95
Share Class Size (Mil)
30/09/2014
 GBP 1716.00
Max Initial Charge 5.00%
Ongoing Charge
18/03/2014
  1.70%
Morningstar OBSR Research
Analyst Report

Jupiter Income Trust benefits from an experienced manager, but we believe it is too early in Whitmore’s tenure at this fund to reach a positive opinion.

The fund has been managed by Ben Whitmore since Jan 2013 when he took over from Anthony Nutt,...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
PeoplePositive
ParentNeutral
ProcessNeutral
PerformanceNeutral
PriceNeutral
Investment Objective: Jupiter Income Trust Inc
The fund seeks to produce a high income, increasing at least in line with inflation, from a managed portfolio chiefly invested in UK equities and fixed interest stocks, although with some overseas exposure. Invests principally in the UK in high quality companies with above average income and sound prospects.
Returns
Trailing Returns23/10/2014
YTD-2.64
3 Years Annualised10.09
5 Years Annualised7.75
10 Years Annualised6.88
12 Month Yield 4.78
Dividend Paying Frequency Half-yearly
Management
Manager Name
Start Date
Ben Whitmore
01/01/2013
Inception Date
31/07/1987
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Benchmarks
Fund BenchmarkMorningstar Benchmark
FTSE AllSh TR GBPFTSE AllSh TR GBP
Portfolio Profile for  Jupiter Income Trust Inc30/06/2014
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock93.950.0093.95
Bond0.000.000.00
Property0.000.000.00
Cash4.770.004.77
Other1.290.001.29
Top 5 Regions%
United Kingdom87.54
United States7.16
Eurozone5.30
Japan0.00
Australasia0.00
Top 5 Sectors%
No Data Available
Top 5 HoldingsSector%
BP PLCEnergyEnergy7.54
AstraZeneca PLCHealthcareHealthcare6.44
GlaxoSmithKline PLCHealthcareHealthcare5.38
Aviva PLCFinancial ServicesFinancial Services3.64
HSBC Holdings PLCFinancial ServicesFinancial Services3.36
Jupiter Income Trust Inc