Jupiter Global Equity Income I Inc
Fund
Fund Info
- Yield History2.66%
- 3 Year sharpe0.58
- 3 Year alpha-0.19
- Distribution Typeincome
- BenchmarkMSCI ACWI NR GBP
- Legal StructureUnit Trust
- Fund Size (month end)Unit Trust
- OCF1.07%
- IA SectorGlobal Equity Income
- Manager GroupJupiter
- DomicileUnited Kingdom
- ISINGB00B9123J73
Investment Strategy
To provide income together with the prospect of capital growth in order to achieve a return, net of fees, higher than that provided by the MSCI AC World Index over the long term (at least five years). At least 70% of the Fund is invested in shares of companies based anywhere in the world. Up to 30% of the Fund may be invested in other assets, including open-ended funds (including funds managed by Jupiter and its associates), cash and near cash.
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