Jupiter Distribution and Growth I Inc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History3.98%
  • 3 Year sharpe-0.71
  • 3 Year alpha-12.89
  • Distribution Typeincome
  • BenchmarkICE BofAML High Yield TR GBP
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF1.00%
  • IA SectorMixed Investment 40-85% Shares
  • Manager GroupJupiter
  • DomicileUnited Kingdom
  • ISINGB00B6531T16

Investment Strategy

The Fund aims to provide income with the prospect of capital growth, in order to provide a return, net of fees, higher than that provided by the composite benchmark over the long term (at least five years). The benchmark is a composite of 75% FTSE All Share, 12.5% BAML High Yield Bond, 12.5% BAML Investment Grade Bond. At least 70% of the Fund is invested in shares and convertible bonds. Up to 30% of the Fund may be invested in other assets, including fixed-interest debt securities, open-ended funds (including funds managed by Jupiter and its associates), cash and near cash.

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