Jupiter Income Trust I Acc

Name
Jupiter Income Trust I Acc
Manager
Jupiter Unit Trust Managers Ltd
Type
Unit Trust
ISIN
GB00B5VXKR95
Sector
UK Equity Income
Launched
19/09/2011
OCF
0.94 %
Risk Rating
3
3 Year Sharpe
-0.38
3 Year Alpha
-4.97
Yield
6 %
Benchmark
FTSE AllSh TR GBP
The Fund aims to provide income together with the prospect of capital growth, to achieve a return, net of fees, higher than that provided by the FTSE All Share Index, over the long term (at least five years). At least 70% of the Fund is invested in shares of companies based in the UK (i.e. companies domiciled, headquartered or which conduct a majority of their business activity, in the UK). Up to 30% of the Fund may be invested in other assets, including shares of other companies based anywhere in the world, open-ended funds (including funds managed by Jupiter and its associates), cash and near cash.
Holding %
GlaxoSmithKline PLC 7.06 %
BP PLC 5.26 %
Imperial Brands PLC 4.81 %
Aviva PLC 4.75 %
Standard Chartered PLC 4.48 %
Pearson PLC 4.22 %
BAE Systems PLC 4.19 %
Vodafone Group PLC 4.18 %
WPP PLC 3.99 %
Anglo American PLC 3.98 %
Region %
United Kingdom 87.61 %
United States 6.44 %
Sector %
Financial Services 26.95 %
Communication Services 19.47 %
Consumer Cyclical 13.29 %
Industrials 11.20 %
Healthcare 10.12 %
Consumer Defensive 7.43 %
Basic materials 5.82 %
Energy 5.71 %
Name
Jupiter Unit Trust Managers Ltd
Address
SW1E 6SQ, London, United Kingdom
UCITS
Yes
Legal Structure
Unit Trust

Managers

Ben Whitmore
Joined 01/01/2013

Ben Whitmore joined Jupiter in October 2006. He manages the Jupiter UK Special Situations Fund (Unit Trust) and institutional assets. Prior to joining Jupiter, Ben worked at Schroders, managing both retail and institutional portfolios and some £2bn of assets - including the £281m Schroder Recovery Fund - establishing an excellent track record as a value-driven, contrarian fund manager. Ben gained a degree in Geography from Cambridge University.

Data provided by Morningstar.

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