Jupiter Monthly Alternative Income I Acc

Fund

Fund Info

  • Yield History4.23%
  • 3 Year sharpe1.56
  • 3 Year alpha3.98
  • Distribution Typeaccumulation
  • BenchmarkCPI +3% over a rolling 5-y period
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.95%
  • SectorSpecialist
  • Manager GroupJupiter
  • DomicileUnited Kingdom
  • ISINGB00B4WLF922

Investment Strategy

To achieve a high level of sustainable income with prospects of capital growth. The Fund aims to achieve its investment objective by investing at least 70% of its Net Asset Value in UK-listed closed-ended funds including investment trusts. The fund may also invest in cash and near cash, money market instruments, other investment funds (which may include those managed or operated by the Manager or an associate of the Manager) and deposits.