Jupiter UK Income Fund J ACCRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | -18.4 | 18.9 | 5.9 | 8.0 | 5.1 | |
+/-Cat | -5.9 | 1.1 | 9.3 | 1.3 | 0.3 | |
+/-B’mrk | - | - | - | 0.4 | -1.1 | |
Category: UK Equity Income | ||||||
Category Benchmark: Morningstar UK All Cap TME ... |
Key Stats | ||
NAV 09/05/2024 | GBP 6.99 | |
Day Change | 0.66% | |
Morningstar Category™ | UK Equity Income | |
IA (formerly IMA) Sector | UK Equity Income | |
ISIN | GB00BJJQ5D96 | |
Fund Size (Mil) 07/05/2024 | GBP 1391.79 | |
Share Class Size (Mil) 08/05/2024 | GBP 174.65 | |
Max Initial Charge | - | |
Ongoing Charge 19/04/2024 | 1.29% |
Morningstar Research |
Analyst Report | 04/03/2024 Daniel Nilsson, Analyst Morningstar, Inc |
Jupiter Income Trust features an experienced manager applying his approach in a disciplined and consistent fashion. Despite no changes being made on our conviction in the People and Process Pillars, the downgrade of the Parent rating to Average... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 23 |
Process | 24 |
Performance | |
Price |
Investment Objective: Jupiter UK Income Fund J ACC |
To provide income together with the prospect of capital growth, to achieve a return, net of fees, higher than that provided by the FTSE All Share Index, over the long term (at least five years). At least 70% of the Fund is invested in shares of companies based in the UK (i.e. companies domiciled, headquartered or which conduct a majority of their business activity, in the UK). Up to 30% of the Fund may be invested in other assets, including shares of other companies based anywhere in the world, open-ended funds (including funds managed by Jupiter and its associates), cash and near cash. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Ben Whitmore 01/01/2013 | ||
Inception Date 29/05/2020 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
FTSE AllSh TR GBP | Morningstar UK All Cap TME NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Jupiter UK Income Fund J ACC | 31/03/2024 |
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Top 5 Holdings | Sector | % |
GSK PLC | Healthcare | 5.81 |
BP PLC | Energy | 5.68 |
Shell PLC | Energy | 4.84 |
Aviva PLC | Financial Services | 4.10 |
Imperial Brands PLC | Consumer Defensive | 3.91 |
Increase Decrease New since last portfolio | ||
Jupiter UK Income Fund J ACC |