Jupiter Multi-Asset Income&Growth I Inc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History2.37%
  • 3 Year sharpe0.23
  • 3 Year alpha-8.71
  • Distribution Typeincome
  • BenchmarkICE BofA Global Corporate TR HGBP
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.90%
  • IA SectorMixed Investment 40-85% Shares
  • Manager GroupJupiter
  • DomicileUnited Kingdom
  • ISINGB00B6531T16

Investment Strategy

To provide income and capital growth over the long term (at least five years). The fund can invest in a wide range of assets, including shares of companies and fixed-interest debt securities. The fund may use derivative transactions for investment purposes. At least 25% of the fund will be i) issued by companies based in the UK or ii) sterling-denominated or hedged back to sterling.

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