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Jupiter Responsible Income Acc

Ranked 81 out of 105 in - UK Equity Income over 12 months
All calculations are in GBP

Managed by

Chris Watt

As manager of the Jupiter Responsible Income Fund, Chris Watt takes a bottom-up approach to investing and focuses on traditional valuation metrics, such as price to earnings ratio, dividend yield and FCF yield, combined with analysis of balance sheet strength. The fund has a large-mid cap focus. Chris invests in his own strategies and changes them according to the global economic environment. He joined Jupiter Asset Management in 2000 and holds an MSc Cert in Investment & Finance from Aberdeen University.

Objective

To provide income and long term capital growth through investing primarily in UK equities. To invest primarily in the UK, in a portfolio of companies that are considered by the Manager to be responding positively to and profiting from the challenges of environmental sustainability or are making a positive commitment to social well being.

Performance

UK Equity Income over : 31/08/2013 - 31/08/2014

Total Return

Quarterly Performance

to 29/08/2014 Annual Q1 Q2 Q3 Q4
2014 0.4% -1.7% -0.2% 2.4%
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 31.0% 9.6% -1.1% 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%
1999 3.7% 3.7%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/06/2014

Top 10 Holdings

Stock Size
GBP Cash 7.22
HSBC Holdings PLC ORD 4.62
GlaxoSmithKline PLC ORD 4.51
Royal Dutch Shell Plc B ORD 4.32
Rio Tinto PLC ORD 3.76
Lloyds Banking Group PLC ORD 3.66
Barclays PLC ORD 3.59
Aviva PLC ORD 3.46
BG Group PLC ORD 3.03
Reed Elsevier PLC ORD 3.00
30/06/2014

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date22/11/1999
  • Share Class size64Mn
  • Base currencyGBP
  • ISIN GB0008337569

Purchase Info

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

Charges

  • Annual management1.5%
  • Initial investment5.25

Related News

Jupiter names Matthews successor after exit for Schroders

Jupiter's Chris Watt will take over Philip Matthews' Growth & Income and UK Alpha funds, while Alastair Gunn is to lead Anthony Nutt's High Income fund.

Hold or Fold? CIS Sustainable Leaders Trust vs Jupiter Environmental Income

Not all of the advisers on our panel give the green light to this week’s ethical offerings. Inexperienced management and high charges all play their part in giving one fund the thumbs down.

Waste not, want not: Shanks set for regulatory boost

Waste management company Shanks Group is in a position to benefit from the European Landfill Directive and UK regulations that minimise waste and promote recycling.

Jupiter director Heathcote-Amory stands down

Michael Heathcoat-Amory, former managing director at Jupiter Asset Management, has stepped down from the group’s board, relinquishing responsibility for the socially responsible investment (SRI) team, writes Simon Evans.

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