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Jupiter Income Trust

Ranked 66 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
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Performance

UK Equity Income over : 31/08/2016 - 31/08/2017
  • Rank 66/107 Total Return
  • Rank 46/107 Standard Deviation
  • Rank 20/107 Max Drawdown
Fund Name Currency Return
64 Royal London UK Equity Income A GBP

9.1%
65 Santander Equity Income Ret Inc GBP

9.0%
66 Jupiter Income Trust GBP

8.9%
67 Slater Income A Inc GBP GBP

8.9%
68 HC KB Enterprise Equity Income A Acc GBP

8.8%
View full league table
Fund Name Currency Risk
44 Slater Income A Inc GBP GBP

6.9
45 Santander Enhanced Income Portfolio Ret Inc GBP

6.9
46 Jupiter Income Trust GBP

6.9
47 Schroder Income A Inc GBP

6.9
48 Santander Dividend Income Portfolio Ret Inc GBP

7.0
View full league table
Fund Name Currency Loss
18 Allianz UK Equity Income A Inc GBP

-1.8%
18 Liontrust Macro Equity Income Fund - Acc (R) GBP

-1.8%
20 Jupiter Income Trust GBP

-1.8%
21 UBS UK Equity Income A Acc Net GBP

-1.9%
22 HL Multi-Manager Income & Growth Pfolio Trust Acc GBP

-1.9%
View full league table

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 4.2% 1.1%
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 7.1%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/06/2017

Top 10 Holdings

Stock Size
GBP Cash 19.27
BP PLC ORD 5.62
HSBC Holdings PLC ORD 5.08
Aviva PLC ORD 4.91
GlaxoSmithKline PLC ORD 4.13
Pearson PLC ORD 3.52
Centrica PLC ORD 3.48
Smiths Group PLC ORD 3.40
BAE Systems PLC ORD 3.33
Standard Chartered PLC ORD 3.26
30/06/2017

Registered For Sale In

  1. Spain
  2. Taiwan
  3. United Kingdom

Fund Info

  • Launch date03/08/1987
  • Share Class size1,346Mn
  • Base currencyGBP
  • ISIN GB0004791389

Purchase Info

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

Charges

  • Annual management1.50%

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...more...

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