Jupiter Growth & Income I Acc

Fund

Fund Info

  • Yield History3.96%
  • 3 Year sharpe0.25
  • 3 Year alpha-5.28
  • Distribution Typeaccumulation
  • BenchmarkFTSE AllSh TR GBP
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF1.01%
  • SectorUK All Companies
  • Manager GroupJupiter
  • DomicileUnited Kingdom
  • ISINGB00B6QQDN77

Investment Strategy

The fund seeks to achieve long term capital and income growth through investing principally in UK equities. The fund seeks to attain the objective by, among other things, investing in companies within the FTSE 350 Index and to a lesser extent those within the FT-SE Smaller Cap index selecting a concentrated portfolio of stocks which predominantly exhibit business franchise and organic growth characteristics which offer the prospects of long term capital and income growth.