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Jupiter Income Trust Inc

Performance History31/08/2015
Growth of 1,000 (GBP) Advanced Graph
Jupiter Income Trust Inc
Fund-0.27.325.83.1-2.8
+/-Cat1.7-7.7-0.1-0.8-5.6
+/-B’mrk3.3-5.05.01.9-2.7
 
Key Stats
NAV
03/09/2015
 GBX 464.27
Day Change 1.82%
Morningstar Category™ UK Equity Income
IA (formerly IMA) Sector UK Equity Income
ISIN GB0004791389
Fund Size (Mil)
31/07/2015
 GBP 1933.48
Share Class Size (Mil)
31/07/2015
 GBP 1521.85
Max Initial Charge 5.00%
Ongoing Charge
18/02/2015
  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
ParentNeutral
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 Returns03/09/2015
YTD-2.04
3 Years Annualised8.07
5 Years Annualised7.77
10 Years Annualised5.07
12 Month Yield 4.38
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 Inc30/04/2015
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock89.460.0089.46
Bond0.000.000.00
Property0.000.000.00
Cash5.860.005.86
Other4.680.004.68
Top 5 Regions%
United Kingdom86.23
United States8.85
Eurozone4.92
Japan0.00
Australasia0.00
Top 5 Sectors%
Financial Services18.53
Healthcare12.97
Consumer Cyclical12.82
Industrials12.82
Consumer Defensive12.01
Top 5 HoldingsSector%
BP PLCEnergyEnergy6.41
AstraZeneca PLCHealthcareHealthcare5.09
GlaxoSmithKline PLCHealthcareHealthcare4.54
BAE Systems PLCIndustrialsIndustrials3.84
Wolters Kluwer NVConsumer CyclicalConsumer Cyclical3.65
Jupiter Income Trust Inc