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Jupiter Income Trust

Ranked 9 out of 107 in - UK Equity Income over 12 months
All calculations are in GBP unless stated

Managed by

Ben Whitmore

Prior to joining Jupiter, Ben Whitmore worked at Schroders, managing both retail and institutional portfolios and some £2bn of assets. He has a degree in Geography from Cambridge University.

Objective

The Fund's objective is to produce a high income increasing at least in line with inflation, from a managed portfolio chiefly invested in UK equities and fixed interest stocks, although it may have some overseas exposure.

Showing fund performance in United Kingdom View performance globally

Performance

UK Equity Income over : 30/06/2015 - 30/06/2016
  • Rank 9/107 Total Return
  • Rank 34/107 Standard Deviation
  • Rank 57/107 Max Drawdown
Fund Name Currency Return
7 Investec UK Equity Income I Inc 2 GBP GBP

6.3%

8 Franklin UK Equity Income GBP

6.2%

9 Jupiter Income Trust GBP

5.9%

10 Fidelity MoneyBuilder Dividend GBP

5.3%

11 RWC Enhanced Income B GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

4.5%

Total Return

Quarterly Performance

to 30/06/2016 Annual Q1 Q2 Q3 Q4
2016 2.1% 3.0%
2015 2.1% 5.4% -3.8% -4.8% 5.7%
2014 3.6% -1.2% 2.5% -0.7% 2.9%
2013 26.4% 12.3% -0.4% 4.9% 7.8%
2012 7.8% 4.3% -0.9% 5.4% -1.0%
2011 0.3% 2.0% 0.3% -9.0% 7.8%
2010 9.8% 3.6% -8.8% 11.4% 4.3%
2009 15.4% -12.8% 11.0% 17.3% 1.7%
2008 -26.9% -13.0% -4.8% -9.3% -2.7%
2007 -1.7% 1.7% -0.3% -3.3% 0.2%
2006 22.7% 10.8% -3.6% 5.6% 8.7%
2005 27.4% 5.0% 4.5% 8.5% 7.0%
2004 17.7% 5.9% 1.8% 1.8% 7.3%
2003 23.2% -5.9% 16.7% 5.1% 6.7%
2002 -11.7% 7.8% -5.7% -13.3% 0.1%
2001 -2.2% -0.9% 4.4% -13.2% 8.8%
2000 11.0% -3.6% 6.5% -0.7% 8.9%
1999 21.3% 17.0% 8.9% -2.1% -2.8%
1998 12.4% 12.6% 0.8% -10.3% 10.4%
1997 26.9% 9.9% 1.0% 10.4% 3.6%
1996 24.9% 7.3% 6.6% 2.7% 6.3%
1995 7.1%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2016

Top 10 Holdings

Stock Size
GBP Cash 23.28
BP PLC ORD 5.75
GlaxoSmithKline PLC ORD 4.97
AstraZeneca PLC ORD 4.87
Wolters Kluwer NV ORD 4.10
BAE Systems PLC ORD 4.05
Imperial Brands PLC ORD 4.04
Aviva PLC ORD 4.01
Northern Trust Global Funds - Sterling Fund 3.81
Centrica PLC ORD 3.62
30/04/2016

Registered For Sale In

  1. Spain
  2. Taiwan
  3. United Kingdom

Fund Info

  • Launch date03/08/1987
  • Share Class size1,181Mn
  • Base currencyGBP
  • ISIN GB0004791389

Purchase Info

  • Min. initial investment50,000
  • Min. regular additional investment5,000

Charges

  • Annual management1.50%

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).