Jupiter Income Trust - Bronze

FUND RESEARCH UPDATE: Morningstar Analyst Rating moved to Bronze

Morningstar Analysts 17 June, 2016 | 7:07AM
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Following a recent Morningstar Analyst Ratings Meeting we have awarded the Jupiter Income Trust a Morningstar Analyst Rating™ of Bronze. The fund previously held a Neutral rating. Fund manager Ben Whitmore applies the same contrarian investment approach he uses on the Silver-rated Jupiter UK Special Situations fund, but with a greater focus on companies with a higher dividend yield. While the nature of the approach can result in periods of underperformance, Whitmore has proved his ability to add value over the long term, on both the unrestricted value strategy and an equity income mandate at Schroders. This, together with our high regard for the manager, gives us the confidence to raise the fund’s rating.

See the latest Morningstar fund rating news here.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Jupiter Income Trust L Inc549.20 GBP-0.13Rating

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