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Jupiter Responsible Income Acc

Ranked 89 out of 106 in - UK Equity Income over 12 months
All calculations are in GBP unless stated

Managed by

Charlie Thomas

Charlie manages the Jupiter Global Ecology Growth SICAV and is responsible for the management of a number of segregated mandates for Jupiter's institutional clients. Before joining Jupiter, he spent three years working for BP, first as an environmental policy adviser where he helped develop climate change strategies and sustainable energy policies for the group, and later as a commercial analyst working on new business development. He has also worked for the United Nations Environment Programme as well as other financial institutions. Charlie has an MSc in Environmental Technology from Imperial College, London and a degree from Nottingham University.

Objective

The Fund's objective is to provide income and long-term capital growth through investment primarily in UK equities. The Fund's investment policy is to attain its objective by investing primarily in the UK in a portfolio of companies considered by the Fund Manager to be responding positively and profiting from its challenges of environmental sustainability or are making a positive commitment of social well-being.

Showing fund performance in United Kingdom View performance globally

Performance

UK Equity Income over : 31/08/2015 - 31/08/2016

Total Return

Quarterly Performance

to 30/06/2016 Annual Q1 Q2 Q3 Q4
2016 -2.4% -2.3%
2015 1.3% 5.2% 2.1% -8.3% 2.9%
2014 -0.4% -1.7% -0.2% 0.2% 1.3%
2013 29.2% 10.9% 1.2% 6.2% 8.3%
2012 17.4% 7.3% -1.3% 6.2% 4.3%
2011 -3.2% 0.9% 0.9% -11.4% 7.3%
2010 18.7% 5.3% -5.5% 10.9% 7.5%
2009 22.5% -10.6% 12.7% 19.7% 1.6%
2008 -34.9% -12.1% -4.0% -8.6% -15.6%
2007 -2.1% 4.1% 2.5% -4.3% -4.1%
2006 30.8% 9.6% -1.3% 8.0% 11.9%
2005 17.3% 5.3% 0.8% 6.3% 4.0%
2004 17.5% 2.4% -0.9% 1.0% 14.6%
2003 23.1% -10.1% 16.4% 10.4% 6.6%
2002 -24.1% 2.3% -8.0% -19.3% -0.1%
2001 -19.7% -10.0% -0.7% -18.7% 10.5%
2000 15.7% 3.9% -1.9% 10.3% 2.9%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/05/2016

Top 10 Holdings

Stock Size
Vodafone Group PLC ORD 5.00
Aviva PLC ORD 4.17
Lloyds Banking Group PLC ORD 4.02
GBP Cash 3.67
GlaxoSmithKline PLC ORD 3.28
AstraZeneca PLC ORD 3.21
Sage Group PLC ORD 3.20
Barclays PLC ORD 3.15
Relx PLC ORD 3.10
BT Group PLC ORD 3.00
31/05/2016

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date22/11/1999
  • Share Class size14Mn
  • Base currencyGBP
  • ISIN GB0008337569

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).