Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

Jupiter Income Trust

Ranked 50 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.

Showing fund performance in United Kingdom View performance globally

Performance

UK Equity Income over : 30/06/2016 - 30/06/2017

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

28/02/2017

Top 10 Holdings

Stock Size
GBP Cash 19.85
BP PLC ORD 5.89
Aviva PLC ORD 5.01
HSBC Holdings PLC ORD 4.73
GlaxoSmithKline PLC ORD 4.27
Centrica PLC ORD 3.77
BAE Systems PLC ORD 3.72
AstraZeneca PLC ORD 3.56
Smiths Group PLC ORD 3.49
Cisco Systems Inc ORD 3.46
31/03/2017

Registered For Sale In

  1. Spain
  2. Taiwan
  3. United Kingdom

Fund Info

  • Launch date03/08/1987
  • Share Class size1,405Mn
  • Base currencyGBP
  • ISIN GB0004791389

Purchase Info

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

Charges

  • Annual management1.50%

Related News

Alliance Trust overhaul: how the managers stack up

As shareholders prepare to vote on an overhaul of Alliance Trust's approach, we look at the track record of the men picked to run it.

Pearson delivers Nick Train more pain as shares crash

Latest in string of profit warnings for publisher sends shares diving, delivering another blow to star fund manager Nick Train.

Jupiter poaches BlackRock, Coutts and Source alumni for cross-asset roles

The wave of recruitments shores up the firm's equity, fixed income and multi-asset offerings as it ramps up its expansion push.

Troy tops Sanlam equity income study as 8 funds go grey

Francis Brooke's fund replaced Unicorn at the top of the bi-annual study as equity income fund managers faced a host of challenges in the first half.

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.

When and why do you dump the laggard funds?

Wealth managers explain their approach to backing - and selling - underperforming funds

Do fund managers suffer the Moyes effect?

Following in the footsteps of a great manager can be a tough task, as David Moyes' experience at Manchester United shows.

Sanlam cuts Barnett & Artemis pair in major income overhaul

Income funds from Artemis and Invesco are among six ejected from Sanlam's White List, with Standard Life and Rathbones beneficiaries, while Newton and M&G find themselves blacklisted.

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.

...more...

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