Jupiter Distribution and Growth I Inc

Fund

Fund Info

  • Yield History4.49%
  • 3 Year sharpe0.28
  • 3 Year alpha-5.38
  • Distribution Typeincome
  • BenchmarkFTSE AllSh TR GBP
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF1.04%
  • SectorMixed Investment 40-85% Shares
  • Manager GroupJupiter
  • DomicileUnited Kingdom
  • ISINGB00B6531T16

Investment Strategy

The fund seeks to achieve a high and rising income with capital growth. It is to attain the objective by investing principally in equities and high yielding convertible securities with some exposure to fixed interest securities primarily in the UK.