Jupiter Income Trust I Inc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History3.20%
  • 3 Year sharpe0.09
  • 3 Year alpha-5.77
  • Distribution Typeincome
  • BenchmarkFTSE AllSh TR GBP
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.94%
  • IA SectorUK Equity Income
  • Manager GroupJupiter
  • DomicileUnited Kingdom
  • ISINGB00B6QR2553

Investment Strategy

To provide income together with the prospect of capital growth, to achieve a return, net of fees, higher than that provided by the FTSE All Share Index, over the long term (at least five years). At least 70% of the Fund is invested in shares of companies based in the UK (i.e. companies domiciled, headquartered or which conduct a majority of their business activity, in the UK). Up to 30% of the Fund may be invested in other assets, including shares of other companies based anywhere in the world, openended funds (including funds managed by Jupiter and its associates), cash and near cash.

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