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Jupiter Income Trust
Ranked 31 out of 109 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.
Performance
UK Equity Income
over :
31/05/2017 -
31/05/2018
-
Rank 31/109 Total Return
-
Rank 95/109 Standard Deviation
-
Rank 46/109 Max Drawdown
| Fund Name | Currency | Return | |
|---|---|---|---|
| 29 | MGTS Ardevora UK Income Acc | GBP | 6.0% |
| 30 | St James's Place UK & International Income Acc | GBP | 5.9% |
| 31 | Jupiter Income Trust | GBP | 5.9% |
| 32 | St. James's Place UK Income Acc | GBP | 5.7% |
| 33 | Neptune Quarterly Income C Inc GBP | GBP | 5.6% |
| View full league table | |||
| Fund Name | Currency | Risk | |
|---|---|---|---|
| 93 | Unicorn UK Income A Inc | GBP | 10.5 |
| 94 | St James's Place UK High Income L Acc | GBP | 10.6 |
| 95 | Jupiter Income Trust | GBP | 10.6 |
| 96 | Standard Life Inv UK Equity Inc Unconstr Ret Acc | GBP | 10.6 |
| 97 | Courtiers UK Equity Income R Acc | GBP | 10.6 |
| View full league table | |||
| Fund Name | Currency | Loss | |
|---|---|---|---|
| 45 | Halifax UK Equity Income C | GBP | -5.9% |
| 46 | Trojan Ethical Income O Acc | GBP | -6.0% |
| 46 | Jupiter Income Trust | GBP | -6.0% |
| 48 | SW Multi-Manager UK Equity Income A Acc | GBP | -6.0% |
| View full league table | |||
Total Return
Quarterly Performance
| to 31/03/2018 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 2018 | -6.0% | ||||
| 2017 | 9.3% | 4.2% | 1.1% | 0.6% | 3.1% |
| 2016 | 18.9% | 2.1% | 3.0% | 8.9% | 3.8% |
| 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 | 37.8% | 3.1% | 9.6% | 13.9% | 7.1% |
| 1994 | 0.1% | -3.9% | -3.8% | 5.4% | 2.7% |
| 1993 | 51.0% | 12.0% | 4.4% | 11.6% | 15.7% |
| 1992 | 38.0% | 2.9% | 8.9% | 3.7% | 18.8% |
| 1991 | 21.2% | 16.4% | 1.5% | 10.3% | -7.1% |
| 1990 | -24.7% | -8.5% | -2.5% | -15.6% | 0.0% |
| 1989 | 40.3% | 11.4% | 11.8% | 6.2% | 6.0% |
| 1988 | 3.8% | 3.9% | 9.8% | -2.8% | -6.5% |
| 1987 | -18.6% |
Month by Month Performance
Returns Vs Risk
Registered For Sale In
- Spain
- Taiwan
- United Kingdom
Fund Info
- Launch date03/08/1987
- Share Class size784Mn
- Base currencyGBX
-
ISIN GB0004791389
Purchase Info
- Min. initial investment50,000
- Min. regular additional investment5,000
Charges
- Annual management1.50%
- Initial investment0