Jupiter UK Income Fund I IncRegister to Unlock Ratings |
Performance History | 31/01/2025 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 19.4 | 6.3 | 8.4 | 12.7 | 4.4 |
![]() | +/-Cat | 1.6 | 9.7 | 1.6 | 4.6 | 0.6 |
![]() | +/-B’mrk | - | - | 0.7 | 2.8 | -1.3 |
Category: UK Equity Income | ||||||
Category Benchmark: Morningstar UK All Cap TME ... |
Key Stats | ||
NAV 06/02/2025 | GBX 629.63 | |
Day Change | 1.88% | |
Morningstar Category™ | UK Equity Income | |
IA (formerly IMA) Sector | UK Equity Income | |
ISIN | GB00B6QR2553 | |
Fund Size (Mil) 31/12/2024 | GBP 1331.79 | |
Share Class Size (Mil) 06/02/2025 | GBP 269.25 | |
Max Initial Charge | - | |
Ongoing Charge 19/04/2024 | 0.94% |
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 I Inc |
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 | ||
Chris Morrison 02/04/2024 | ||
Adrian Gosden 02/04/2024 | ||
Inception Date 19/09/2011 |
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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 I Inc | 31/12/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 5.93 |
![]() | ![]() | 5.37 |
![]() | ![]() | 5.11 |
![]() | ![]() | 5.04 |
![]() | ![]() | 4.12 |
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Jupiter UK Income Fund I Inc |