Jupiter Income Trust Inc

Performance History30/04/2018
Growth of 1,000 (GBP) Advanced Graph
Jupiter Income Trust Inc
Fund3.11.718.79.32.1
+/-Cat-0.8-4.79.9-1.52.5
+/-B’mrk1.90.71.9-3.83.0
 
Key Stats
NAV
23/05/2018
 GBX 598.69
Day Change -0.40%
Morningstar Category™ UK Equity Income
IA (formerly IMA) Sector UK Equity Income
ISIN GB0004791389
Fund Size (Mil)
30/04/2018
 GBP 2542.24
Share Class Size (Mil)
30/04/2018
 GBP 783.29
Max Initial Charge -
Ongoing Charge
10/02/2017
  1.69%
*  This rating and report were issued for a different share class of this fund. The performance and fee structure of this class may vary from that referenced.
Morningstar Research
Analyst Report

Ben Whitmore took over the management of this fund in January 2013. He started his investment career in 1994 at Schroders, where he developed a distinct contrarian value-based investment approach. This produced good relative returns on Schroder...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
PeoplePositive
ParentPositive
ProcessPositive
PerformancePositive
PriceNegative
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 Returns23/05/2018
YTD5.15
3 Years Annualised8.74
5 Years Annualised9.02
10 Years Annualised6.74
12 Month Yield 3.70
Dividend Paying Frequency Half-yearly
Management
Manager Name
Start Date
Ben Whitmore
01/01/2013
Inception Date
03/08/1987
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
FTSE AllSh TR GBPFTSE AllSh TR GBP
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNot Specific
GrowthNot Specific
IncomeYes
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  Jupiter Income Trust Inc30/04/2018
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock89.340.0089.34
Bond0.000.000.00
Property0.000.000.00
Cash218.03207.5010.54
Other0.120.000.12
Top 5 Regions%
United Kingdom84.60
United States7.97
Europe - ex Euro3.81
Eurozone1.91
Australasia1.71
Top 5 Sectors%
Financial Services25.52
Consumer Cyclical18.67
Industrials11.68
Energy9.08
Consumer Defensive8.58
Top 5 HoldingsSector%
BP PLCEnergyEnergy6.15
Pearson PLCConsumer CyclicalConsumer Cyclical4.73
HSBC Holdings PLCFinancial ServicesFinancial Services4.70
Aviva PLCFinancial ServicesFinancial Services4.62
GlaxoSmithKline PLCHealthcareHealthcare3.92
Jupiter Income Trust Inc