Jupiter Monthly Alternative Income I Inc

Fund
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Fund Info

  • Yield History4.40%
  • 3 Year sharpe1.28
  • 3 Year alpha2.74
  • Distribution Typeincome
  • BenchmarkCPI +3% over a rolling 5-y period
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.95%
  • SectorSpecialist
  • Manager GroupJupiter
  • DomicileUnited Kingdom
  • ISINGB00B4M78461

Investment Strategy

To provide a level of income, net of fees, that is at least 3% per annum higher than the Consumer Price Index, together with prospects of capital growth over the long term (at least five years).

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