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Jupiter Income Trust Inc

Performance History31/12/2014
Growth of 1,000 (GBP) Advanced Graph
Jupiter Income Trust Inc
Fund9.3-0.27.325.83.1
+/-Cat-6.21.7-7.7-0.1-0.8
+/-B’mrk-5.23.3-5.05.01.9
 
Key Stats
NAV
26/01/2015
 GBX 507.79
Day Change -0.10%
Morningstar Category™ UK Equity Income
InvAssoc (IMA) Sector UK Equity Income
ISIN GB0004791389
Fund Size (Mil)
31/12/2014
 GBP 2014.35
Share Class Size (Mil)
31/12/2014
 GBP 1690.32
Max Initial Charge 5.00%
Ongoing Charge
30/06/2014
  1.69%
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 Returns26/01/2015
YTD4.82
3 Years Annualised12.45
5 Years Annualised10.06
10 Years Annualised7.08
12 Month Yield 4.64
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 Inc30/09/2014
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock91.380.0091.38
Bond0.000.000.00
Property0.000.000.00
Cash7.460.007.46
Other1.160.001.16
Top 5 Regions%
United Kingdom86.90
United States8.23
Eurozone4.87
Japan0.00
Australasia0.00
Top 5 Sectors%
Financial Services17.84
Healthcare14.41
Industrials13.84
Consumer Cyclical12.08
Consumer Defensive10.43
Top 5 HoldingsSector%
BP PLCEnergyEnergy6.43
AstraZeneca PLCHealthcareHealthcare6.06
GlaxoSmithKline PLCHealthcareHealthcare4.80
Aviva PLCFinancial ServicesFinancial Services3.74
BAE Systems PLCIndustrialsIndustrials3.68
Jupiter Income Trust Inc