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Jupiter Income Trust Inc

Performance History31/03/2015
Growth of 1,000 (GBP) Advanced Graph
Jupiter Income Trust Inc
Fund-0.27.325.83.15.2
+/-Cat1.7-7.7-0.1-0.8-0.7
+/-B’mrk3.3-5.05.01.90.6
 
Key Stats
NAV
24/04/2015
 GBX 520.76
Day Change 0.05%
Morningstar Category™ UK Equity Income
IA (formerly IMA) Sector UK Equity Income
ISIN GB0004791389
Fund Size (Mil)
31/03/2015
 GBP 2067.36
Share Class Size (Mil)
31/03/2015
 GBP 1673.89
Max Initial Charge 5.00%
Ongoing Charge
18/02/2015
  1.69%
Morningstar 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 Returns24/04/2015
YTD7.50
3 Years Annualised13.10
5 Years Annualised9.04
10 Years Annualised7.26
12 Month Yield 4.27
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 Inc31/12/2014
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock90.980.0090.98
Bond0.000.000.00
Property0.000.000.00
Cash7.880.007.88
Other1.140.001.14
Top 5 Regions%
United Kingdom85.85
United States8.92
Eurozone5.23
Japan0.00
Australasia0.00
Top 5 Sectors%
Financial Services17.53
Industrials13.66
Healthcare13.44
Consumer Cyclical12.69
Consumer Defensive10.90
Top 5 HoldingsSector%
BP PLCEnergyEnergy5.67
AstraZeneca PLCHealthcareHealthcare5.52
GlaxoSmithKline PLCHealthcareHealthcare4.36
BAE Systems PLCIndustrialsIndustrials3.64
Wolters Kluwer NVConsumer CyclicalConsumer Cyclical3.62
Jupiter Income Trust Inc