Jupiter Fund of Investment Trusts I Acc

Fund
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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History0.55%
  • 3 Year sharpe0.94
  • 3 Year alpha0.34
  • Distribution Typeaccumulation
  • BenchmarkFTSE AllSh Sec/Closed End Inv TR GBP
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF2.09%
  • IA SectorGlobal
  • Manager GroupJupiter
  • DomicileUnited Kingdom
  • ISINGB00B6R1VR15

Investment Strategy

To provide capital growth over the long term (at least five years). At least 70% of the Fund is invested in shares of investment trusts and other closed-ended investment companies listed on the London Stock Exchange. Up to 30% of the Fund may be invested in other assets, including shares of other companies and closed or open-ended funds (including funds managed by Jupiter and its associates), cash and near cash.

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