By continuing to use this site, you agree to use of cookies. You can change this and find out more by following this link Accept cookies

Jupiter Income Trust Inc

Performance History31/03/2014
Growth of 1,000 (GBP) Advanced Graph
Jupiter Income Trust Inc
Fund9.3-0.27.325.8-1.3
+/-Cat-6.21.7-7.7-0.1-2.1
+/-B’mrk-5.23.3-5.05.0-0.7
 
Key Stats
NAV
24/04/2014
 GBX 489.08
Day Change 0.80%
Morningstar Category™ UK Equity Income
IMA Sector UK Equity Income
ISIN GB0004791389
Fund Size (Mil)
31/03/2014
 GBP 1942.50
Share Class Size (Mil)
31/03/2014
 GBP 1874.84
Max Initial Charge 5.00%
Total Expense Ratio
30/06/2013
  -
Morningstar OBSR Research

The rating for this fund has been placed under review following the announcement of manager Anthony Nutt's retirement.

Nutt is retiring in 2014 but will be relinquishing his role here as manager on 1 Jan 2013. Ben Whitmore, currently manager of...

Click here to read this analyst report
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 Returns24/04/2014
YTD-0.02
3 Years Annualised9.16
5 Years Annualised13.01
10 Years Annualised7.46
12 Month Yield 4.90
Dividend Paying Frequency Half-yearly
Management
Manager Name
Start Date
Ben Whitmore
01/01/2013
Inception Date
31/07/1987
Advertisement
Benchmarks
Fund BenchmarkMorningstar Benchmark
FTSE AllSh TR GBPFTSE AllSh TR GBP
Portfolio Profile for  Jupiter Income Trust Inc31/12/2013
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock94.440.0094.44
Bond0.000.000.00
Property0.000.000.00
Cash3.850.003.85
Other1.710.001.71
Top 5 Regions%
United Kingdom91.02
Eurozone5.89
United States3.09
Europe - ex Euro0.00
Africa0.00
Top 5 Sectors%
No Data Available
Top 5 HoldingsSector%
AstraZeneca PLCHealthcareHealthcare7.56
BP PLCEnergyEnergy6.87
Vodafone Group PLCCommunication ServicesCommunication Services5.78
GlaxoSmithKline PLCHealthcareHealthcare5.61
HSBC Holdings PLCFinancial ServicesFinancial Services4.03
Jupiter Income Trust Inc