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Jupiter Income Trust Inc

Performance History30/04/2016
Growth of 1,000 (GBP) Advanced Graph
Jupiter Income Trust Inc
Fund7.325.83.11.71.8
+/-Cat-7.7-0.1-0.8-4.72.9
+/-B’mrk-5.05.01.90.71.1
 
Key Stats
NAV
27/05/2016
 GBX 484.74
Day Change -0.07%
Morningstar Category™ UK Equity Income
IA (formerly IMA) Sector UK Equity Income
ISIN GB0004791389
Fund Size (Mil)
29/04/2016
 GBP 1832.38
Share Class Size (Mil)
29/04/2016
 GBP 1180.02
Max Initial Charge 5.00%
Ongoing Charge
16/02/2016
  1.69%
Morningstar Research
Analyst Report

Jupiter Income Trust benefits from an experienced UK equity manager, but we believe it is still too early in manager Ben Whitmore's tenure to judge how effective his approach is when applied to a UK equity-income mandate.

The fund has been...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
PeoplePositive
ParentPositive
ProcessNeutral
PerformanceNeutral
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 Returns27/05/2016
YTD2.29
3 Years Annualised5.04
5 Years Annualised6.94
10 Years Annualised4.08
12 Month Yield 4.25
Dividend Paying Frequency Half-yearly
Management
Manager Name
Start Date
Ben Whitmore
01/01/2013
Inception Date
31/07/1987
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
FTSE AllSh TR GBPFTSE AllSh TR GBP
Portfolio Profile for  Jupiter Income Trust Inc30/04/2016
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock90.030.0090.03
Bond0.000.000.00
Property0.000.000.00
Cash226.19220.725.47
Other8.453.944.51
Top 5 Regions%
United Kingdom85.88
United States7.72
Eurozone4.56
Australasia1.84
Japan0.00
Top 5 Sectors%
Financial Services21.43
Consumer Cyclical16.72
Healthcare11.22
Industrials11.02
Consumer Defensive10.69
Top 5 HoldingsSector%
BP PLCEnergyEnergy5.75
GlaxoSmithKline PLCHealthcareHealthcare4.97
AstraZeneca PLCHealthcareHealthcare4.87
Wolters Kluwer NVConsumer CyclicalConsumer Cyclical4.10
BAE Systems PLCIndustrialsIndustrials4.05
Jupiter Income Trust Inc