Jupiter Multi-Asset Income & Growth Fund L IncRegister to Unlock Ratings |
Performance History | 30/06/2022 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | -15.1 | 12.4 | -12.0 | 15.1 | -14.7 |
![]() | +/-Cat | -8.7 | -3.3 | -17.2 | 4.0 | -3.9 |
![]() | +/-B’mrk | - | - | -16.5 | 2.8 | -5.8 |
Category: GBP Allocation 60-80% Equity | ||||||
Category Benchmark: Morningstar UK Mod Adv Tgt ... |
Key Stats | ||
NAV 01/07/2022 | GBX 93.31 | |
Day Change | -0.02% | |
Morningstar Category™ | GBP Allocation 60-80% Equity | |
IA (formerly IMA) Sector | Mixed Investment 40-85% Shares | |
ISIN | GB0004792684 | |
Fund Size (Mil) 30/06/2022 | GBP 215.35 | |
Share Class Size (Mil) 01/07/2022 | GBP 35.25 | |
Max Initial Charge | - | |
Ongoing Charge 10/02/2022 | 1.64% |
Investment Objective: Jupiter Multi-Asset Income & Growth Fund L Inc |
To provide income and capital growth over the long term (at least five years). The fund can invest in a wide range of assets, including shares of companies and fixed-interest debt securities. The fund may use derivative transactions for investment purposes. At least 25% of the fund will be i) issued by companies based in the UK or ii) sterling-denominated or hedged back to sterling. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Talib Sheikh 01/01/2021 | ||
Inception Date 24/01/1996 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
12.5% ICE BofA Global Corporate TR HGBP , 12.5% ICE BofA Gbl HY TR GBP , 50% MSCI World NR EUR , 25% FTSE AllSh TR GBP | Morningstar UK Mod Adv Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Jupiter Multi-Asset Income & Growth Fund L Inc | 31/03/2022 |
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