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Jupiter Income Trust

Ranked 42 out of 111 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 : 30/04/2015 - 30/04/2016
  • Rank 42/111 Total Return
  • Rank 62/111 Standard Deviation
  • Rank 79/111 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2016 Annual Q1 Q2 Q3 Q4
2016 2.1%
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
BP PLC ORD 5.35
GBP Cash 5.29
Wolters Kluwer NV ORD 4.98
AstraZeneca PLC ORD 4.97
GlaxoSmithKline PLC ORD 4.72
BAE Systems PLC ORD 4.26
Imperial Brands PLC ORD 4.17
Sage Group PLC ORD 3.72
Relx PLC ORD 3.67
Centrica PLC ORD 3.32
31/03/2016

Registered For Sale In

  1. Spain
  2. Taiwan
  3. United Kingdom

Fund Info

  • Launch date03/08/1987
  • Share Class size1,180Mn
  • Base currencyGBP
  • ISIN GB0004791389

Purchase Info

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

Charges

  • Annual management1.50%

Related News

Jupiter's AA-rated Whitmore gets assistant fund manager

Dermot Murphy will support Ben Whitmore on the Jupiter Income trust and the Jupiter UK Special Situations fund.

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Chatfeild-Roberts: Jupiter does not tolerate weak managers

Jupiter Asset Management chief investment officer John Chatfeild-Roberts has stressed the group’s willingness to remove underperforming fund managers as part of its commitment to excellence.

Anthony Nutt: the thing I will miss most is the challenge

Jupiter's Anthony Nutt explains why he has decided now is the best time to retire and highlights the things he will miss most when he walks away from fund management.

Anthony Nutt sells £13m Jupiter stake

Jupiter's Anthony Nutt has sold around £13 million worth of shares in the asset management firm.

Why Jupiter's Nutt refused to throw in the towel

From a purely material perspective, Jupiter’s Anthony Nutt could easily have decided to close the door on his fund management career as his performance was hit hard in the credit crunch. 

Which fund managers have been the worst hit?

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The new litigation fund which may turn Woodford's head

The Litigate Income fund run by ex City lawyer Martin Webster is the latest looking to tap into the legal claims market, an area which has caught the eye of Invesco Perpetual star Neil Woodford.  

...more...

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