Jupiter Japan Income U2 AccumulationRegister to Unlock Ratings |
| Performance History | 31/07/2022 |
| Growth of 1,000 (GBP) | Advanced Graph |
 | Fund | - | 37.2 | 11.9 | 7.0 | -9.5 |
| +/-Cat | - | 22.4 | 0.1 | 4.7 | -2.5 |
| +/-B’mrk | - | 22.5 | 2.4 | 5.0 | -4.2 |
| Category: Japan Large-Cap Equity | ||||||
| Category Benchmark: TOPIX TR JPY | ||||||
| Key Stats | ||
| NAV 12/08/2022 | GBX 71.03 | |
| Day Change | 3.36% | |
| Morningstar Category™ | Japan Large-Cap Equity | |
| IA (formerly IMA) Sector | Japan | |
| ISIN | GB00BH454W98 | |
| Fund Size (Mil) 10/08/2022 | GBP 930.55 | |
| Share Class Size (Mil) 12/08/2022 | GBP 33.80 | |
| Max Initial Charge | - | |
| Ongoing Charge 08/07/2022 | 0.80% | |
| Investment Objective: Jupiter Japan Income U2 Accumulation |
| To provide income together with the prospect of capital growth in order to provide a return, net of fees, higher than that provided by the TOPIX Index over the long term (at least five years). At least 70% of the Fund is invested in shares of companies based in Japan. Up to 30% of the Fund may be invested in other assets, including shares of 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 | ||
Dan Carter 30/06/2016 | ||
Mitesh Patel 01/01/2020 | ||
Inception Date 27/11/2018 | ||
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| Category Benchmark | |
| Fund Benchmark | Morningstar Benchmark |
| TOPIX TR JPY | TOPIX TR JPY |
| Target Market | ||||||||||||||||||||
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| Portfolio Profile for Jupiter Japan Income U2 Accumulation | 30/06/2022 |
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| Top 5 Holdings | Sector | % |
 Toyota Motor Corp |  Consumer Cyclical | 6.00 |
| SoftBank Corp |  Communication Services | 5.33 |
| Sumitomo Mitsui Financial Group Inc |  Financial Services | 5.28 |
| Sony Group Corp |  Technology | 5.13 |
| KDDI Corp | Communication Services | 5.08 |
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 Increase  Decrease  New since last portfolio | ||
| Jupiter Japan Income U2 Accumulation | ||
