Jupiter Monthly Alternative Income I Inc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History5.08%
  • 3 Year sharpe0.25
  • 3 Year alpha-1.7
  • Distribution Typeincome
  • BenchmarkCPI +3%
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF2.19%
  • IA SectorSpecialist
  • Manager GroupJupiter
  • DomicileUnited Kingdom
  • ISINGB00B4M78461

Investment Strategy

The Fund aims 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). At least 70% of the Fund is invested in shares of closed-ended investment companies listed on the London Stock Exchange that offer a range of exposures, particularly to alternative asset classes. Up to 30% of the Fund may be invested in other assets, including shares of other companies, open-ended funds (including funds managed by Jupiter and its associates), cash and near cash.

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