Jupiter Global Equity Income I Inc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History3.02%
  • 3 Year sharpe0.07
  • 3 Year alpha-0.71
  • Distribution Typeincome
  • BenchmarkMSCI ACWI GR USD
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF1.11%
  • IA SectorGlobal Equity Income
  • Manager GroupJupiter
  • DomicileUnited Kingdom
  • ISINGB00B9123J73

Investment Strategy

The Fund aims 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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