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Jupiter Income Trust Inc

Performance History30/09/2017
Growth of 1,000 (GBP) Advanced Graph
Jupiter Income Trust Inc
Fund25.83.11.718.76.0
+/-Cat-0.1-0.8-4.79.9-1.6
+/-B’mrk5.01.90.71.9-1.7
 
Key Stats
NAV
19/10/2017
 GBX 567.85
Day Change -0.19%
Morningstar Category™ UK Equity Income
IA (formerly IMA) Sector UK Equity Income
ISIN GB0004791389
Fund Size (Mil)
29/09/2017
 GBP 2443.10
Share Class Size (Mil)
29/09/2017
 GBP 1363.24
Max Initial Charge -
Ongoing Charge
10/02/2017
  1.69%
*  This rating and report were issued for a different share class of this fund. The performance and fee structure of this class may vary from that referenced.
Morningstar Research
Analyst Report

Ben Whitmore took over the management of this fund in January 2013. He started his investment career in 1994 at Schroders, where he developed a distinct contrarian value-based investment approach. This produced good relative returns on Schroder...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
PeoplePositive
ParentPositive
ProcessPositive
PerformancePositive
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 Returns19/10/2017
YTD7.18
3 Years Annualised11.84
5 Years Annualised10.51
10 Years Annualised4.81
12 Month Yield 3.68
Dividend Paying Frequency Half-yearly
Management
Manager Name
Start Date
Ben Whitmore
01/01/2013
Inception Date
03/08/1987
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
FTSE AllSh TR GBPFTSE AllSh TR GBP
Portfolio Profile for  Jupiter Income Trust Inc30/09/2017
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock95.400.0095.40
Bond0.000.000.00
Property0.000.000.00
Cash202.75198.274.48
Other0.140.030.11
Top 5 Regions%
United Kingdom83.19
United States9.68
Europe - ex Euro3.05
Australasia2.40
Eurozone1.68
Top 5 Sectors%
Financial Services24.90
Consumer Cyclical16.85
Industrials13.07
Energy8.26
Technology7.44
Top 5 HoldingsSector%
BP PLCEnergyEnergy5.87
HSBC Holdings PLCFinancial ServicesFinancial Services5.10
Aviva PLCFinancial ServicesFinancial Services4.65
GlaxoSmithKline PLCHealthcareHealthcare3.67
Centrica PLCUtilitiesUtilities3.52
Jupiter Income Trust Inc