Jupiter Distribution and Growth I Inc

Fund
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Fund Info

  • Yield History4.56%
  • 3 Year sharpe0.11
  • 3 Year alpha-6.22
  • Distribution Typeincome
  • Benchmark-
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF1.04%
  • SectorMixed Investment 40-85% Shares
  • Manager GroupJupiter
  • DomicileUnited Kingdom
  • ISINGB00B6531T16

Investment Strategy

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), by investing at least 70% of the Fund in shares of companies and convertible bonds. *The benchmark is a composite of 75% FTSE All Share, 12.5% BAML High Yield Bond, 12.5% BAML Investment Grade Bond.

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