Jupiter Income Trust I Acc

Fund

Fund Info

  • Yield History4.09%
  • 3 Year sharpe0.66
  • 3 Year alpha-1.27
  • Distribution Typeaccumulation
  • BenchmarkFTSE AllSh TR GBP
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.94%
  • SectorUK Equity Income
  • Manager GroupJupiter
  • DomicileUnited Kingdom
  • ISINGB00B5VXKR95

Investment Strategy

The fund seeks to produce a high income, increasing at least in line with inflation, from a managed portfolio chiefly invested in UK equities and fixed interest stocks, although with some overseas exposure. The Fund invests principally in the UK in high quality companies with above average income and sound prospects.