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Jupiter Income Trust Inc

Performance History31/05/2013
Growth of 1,000 (GBP) Advanced Graph
Jupiter Income Trust Inc
Fund14.89.3-0.27.315.5
+/-Cat-8.9-6.21.7-7.7-0.1
+/-Idx-15.3-5.23.3-5.01.3
 
Category: UK Equity Income
Index: FTSE AllSh TR GBP
Trailing Returns18/06/2013
YTD13.23
3 Years Annualised10.38
5 Years Annualised5.18
10 Years Annualised8.12
12 Month Yield 4.38
Dividend Paying Frequency Half-yearly
Benchmarks
Fund Benchmark
FTSE AllSh TR GBP
Morningstar Benchmark
FTSE AllSh TR GBP
Key Stats
Morningstar OBSR
Analyst Rating™		 
Morningstar Rating™ 3 star
Morningstar Category™ UK Equity Income
IMA Sector UK Equity Income
ISIN GB0004791389
NAV
18/06/2013		 GBX 461.02
Day Change 0.58%
Fund Size (Mil)
31/05/2013		 GBP 2022.47
Share Class Size (Mil)
18/06/2013		 GBP 1953.02
Max Initial Charge 5.00%
Total Expense Ratio
30/06/2012		  1.69%
Deferred Load -
Max Exit Charge* -
Inception Date 31/07/1987
Manager Name
Start Date
Ben Whitmore
01/01/2013

* Refer to the prospectus for full details

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Investment Objective: Jupiter Income Trust Inc
The Jupiter Income Trust aims to produce a high income which increases at least in line with inflation by investing chiefly in the shares of UK companies and fixed interest securities although with some overseas exposure.
Portfolio Profile for  Jupiter Income Trust Inc28/02/2013
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock93.830.0093.83
Bond0.000.000.00
Property0.000.000.00
Cash3.560.003.56
Other2.600.002.60
Top 5 Regions%
United Kingdom98.22
United States1.78
Canada0.00
Latin America0.00
Eurozone0.00
Top 5 Sectors%
No Data Available
Top 5 HoldingsSector%
AstraZeneca PLCHealthcareHealthcare8.21
BP PLCEnergyEnergy6.80
HSBC Holdings PLCFinancial ServicesFinancial Services6.56
GlaxoSmithKline PLCHealthcareHealthcare6.10
Royal Dutch Shell PLC Class BEnergyEnergy5.46
Increase Decrease New since last portfolio
Jupiter Income Trust Inc
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