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Jupiter Income Trust

Ranked 4 out of 106 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 : 31/08/2015 - 31/08/2016
  • Rank 4/106 Total Return
  • Rank 15/106 Standard Deviation
  • Rank 9/106 Max Drawdown
Fund Name Currency Return
2 Old Mutual Newton UK Income A Inc GBP

20.7%
3 Newton UK Income GBP Inc GBP

20.6%
4 Jupiter Income Trust GBP

20.1%
5 Franklin UK Equity Income GBP

18.2%
6 Investec UK Equity Income I Inc 2 GBP GBP

18.1%
View full league table
Fund Name Currency Risk
13 SVS Church House Balanced Equity Income A Inc GBP

7.5
14 Invesco Perpetual Income & Growth Inc GBP

7.5
15 F&C UK Equity Income 1 Inc GBP

7.9
15 Jupiter Income Trust GBP

7.9
17 St James's Place Equity Income Acc GBP

8.0
View full league table
Fund Name Currency Loss
7 Stonehage Fleming UK Equity Income GBP

-2.5%
8 Investec UK Equity Income I Inc 2 GBP GBP

-2.5%
9 Jupiter Income Trust GBP

-2.5%
10 Fidelity Enhanced Income Acc GBP

-3.0%
11 Kames UK Equity Income B Inc GBP

-3.1%
View full league table

Total Return

Quarterly Performance

to 30/06/2016 Annual Q1 Q2 Q3 Q4
2016 2.1% 3.0%
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
GBP Cash 24.16
BP PLC ORD 5.35
AstraZeneca PLC ORD 4.88
GlaxoSmithKline PLC ORD 4.80
Aviva PLC ORD 4.25
Imperial Brands PLC ORD 4.08
BAE Systems PLC ORD 4.03
Pearson PLC ORD 3.80
Wolters Kluwer NV ORD 3.68
HSBC Holdings PLC ORD 3.50
31/05/2016

Registered For Sale In

  1. Spain
  2. Taiwan
  3. United Kingdom

Fund Info

  • Launch date03/08/1987
  • Share Class size1,350Mn
  • Base currencyGBP
  • ISIN GB0004791389

Purchase Info

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

Charges

  • Annual management1.50%

Related News

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

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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.

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. 

...more...

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