Jupiter UK Income Fund L IncRegister to Unlock Ratings |
Performance History | 30/09/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | -18.6 | 18.5 | 5.5 | 7.6 | 10.9 | |
+/-Cat | -6.0 | 0.7 | 8.9 | 0.8 | 1.2 | |
+/-B’mrk | - | - | - | 0.0 | 1.0 | |
Category: UK Equity Income | ||||||
Category Benchmark: Morningstar UK All Cap TME ... |
Key Stats | ||
NAV 11/10/2024 | GBX 532.21 | |
Day Change | -0.39% | |
Morningstar Category™ | UK Equity Income | |
IA (formerly IMA) Sector | UK Equity Income | |
ISIN | GB0004791389 | |
Fund Size (Mil) 30/08/2024 | GBP 1371.85 | |
Share Class Size (Mil) 11/10/2024 | GBP 284.72 | |
Max Initial Charge | - | |
Ongoing Charge 19/04/2024 | 1.69% |
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 L 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 | ||
Ben Whitmore 01/01/2013 | ||
Inception Date 03/08/1987 |
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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 L Inc | 31/08/2024 |
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Top 5 Holdings | Sector | % |
GSK PLC | Healthcare | 6.17 |
BP PLC | Energy | 5.12 |
British American Tobacco PLC | Consumer Defensive | 4.90 |
Imperial Brands PLC | Consumer Defensive | 4.90 |
Phoenix Group Holdings PLC | Financial Services | 3.95 |
Increase Decrease New since last portfolio | ||
Jupiter UK Income Fund L Inc |