Jupiter Growth & Income I Inc


Fund Info

  • Yield History4.25%
  • 3 Year sharpe0.31
  • 3 Year alpha-4.43
  • Distribution Typeincome
  • BenchmarkFTSE AllSh TR GBP
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF1.01%
  • SectorUK All Companies
  • Manager GroupJupiter
  • DomicileUnited Kingdom

Investment Strategy

The fund seeks to achieve long term capital and income growth through investing principally in UK equities. 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.