Jupiter Fund of Investment Trusts I Inc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History0.60%
  • 3 Year sharpe0.73
  • 3 Year alpha-1.33
  • Distribution Typeincome
  • BenchmarkFTSE AllSh Sec/Eqty InvInstrs TR GBP
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF2.25%
  • IA SectorGlobal
  • Manager GroupJupiter
  • DomicileUnited Kingdom

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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