Jupiter Growth & Income I Acc

Name
Jupiter Growth & Income I Acc
Manager
Jupiter Unit Trust Managers Ltd
Type
Unit Trust
ISIN
GB00B6QQDN77
Sector
UK All Companies
Launched
19/09/2011
OCF
1.01 %
Risk Rating
5
3 Year Sharpe
-0.61
3 Year Alpha
-5.82
Yield
5.7 %
Benchmark
FTSE AllSh TR GBP
To provide growth and income in order to generate a return, net of fees, higher than that provided by the FTSE All Share Index over the long term (at least five years).
Holding %
BP PLC 7.85 %
GlaxoSmithKline PLC 6.26 %
Royal Dutch Shell PLC B 5.99 %
HSBC Holdings PLC 3.64 %
BAE Systems PLC 3.40 %
Blackstone Group Inc 3.36 %
Legal & General Group PLC 3.26 %
British American Tobacco PLC 3.20 %
AstraZeneca PLC 2.79 %
Crest Nicholson Holdings PLC 2.71 %
Region %
United Kingdom 87.95 %
United States 7.82 %
Sector %
Financial Services 19.93 %
Healthcare 15.49 %
Energy 13.92 %
Consumer Cyclical 12.23 %
Industrials 11.45 %
Communication Services 9.70 %
Consumer Defensive 7.00 %
Technology 5.89 %
Name
Jupiter Unit Trust Managers Ltd
Address
SW1E 6SQ, London, United Kingdom
UCITS
Yes
Legal Structure
Unit Trust

Managers

Alastair Gunn
Joined 01/02/2017

Alastair joined Jupiter in 2007 and is currently a fund manager in the UK Value team. He co-manages (with Rhys Petheram) the Jupiter Distribution Fund, the Jupiter Enhanced Distribution Fund and the Jupiter Distribution and Growth Fund. He is also fund manager of the Jupiter Growth & Income Fund and investment advisor to Jupiter Dividend & Growth Trust PLC. Before joining Jupiter, Alastair was Managing Director of equity research for Bear Stearns International, prior to moving on to become a director of equity research at Arbuthnot Securities in 2003. Alastair is a registered representative of the London Stock Exchange.

Chris Watt
Joined 05/01/2013

Chris Watt was appointed Fund Manager of the Jupiter Environmental Income Fund in January 2007. Chris joined Jupiter in 1999 as a Client Services Executive and became an Assistant Fund Manager in 2000. For most of his career at Jupiter, Chris has worked as an Assistant Fund Manager on the UK equity desk. In August 2006 he extended these responsibilities to include Socially Responsible Investment. Chris is also Deputy Fund Manager of the Jupiter UK Alpha Fund, where he works closely with the key fund managers on the UK equity desk. Chris gained both an MSc Cert in Investment & Finance and a degree in Geography from Aberdeen University.

Data provided by Morningstar.

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