Jupiter Global Equity Income I Inc

Fund

Fund Info

  • Yield History2.88%
  • 3 Year sharpe1.09
  • 3 Year alpha-0.61
  • Distribution Typeincome
  • BenchmarkMSCI ACWI GR USD
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF1.02%
  • SectorGlobal Equity Income
  • Manager GroupJupiter
  • DomicileUnited Kingdom
  • ISINGB00B9123J73

Investment Strategy

To achieve the objective by investing predominantly in a range of global equities. When investing in securities of companies, the Fund will not be restricted in respect of choice of investments by company size or in terms of geographical split of the portfolio. In addition to investing in securities of companies, the Fund may also invest in exchange traded funds, investment trusts and other closed or (to the extent permitted by regulations) open-ended funds, as well as cash and near cash, money market instruments and deposits. The Fund may also enter into derivative transactions, but only for the purposes of efficient portfolio management of the portfolio and not for speculative purposes.