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Jupiter Income Trust
Ranked 26 out of 105 in -
UK Equity Income
over 12 months
All calculations are in GBP
Managed by
Ben Whitmore
Ben Whitmore studied geography at St John’s College, Cambridge University. He has been a fund manager since 1998 and joined Jupiter in 2006. Prior to joining Jupiter, Ben worked at Schroder Asset Management where he managed both retail and institutional portfolios. Ben is a bottom-up stock picker who manges money with a clear, contrarian, value bias. He is a member of the Institute of Investment Management and Research (IIMR).
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 :
31/01/2014 -
31/01/2015
-
Rank 26/105 Total Return
-
Rank 58/105 Standard Deviation
-
Rank 42/105 Max Drawdown
| Fund Name | Return | ||
|---|---|---|---|
| 24 | Threadneedle UK Monthly Income Ret Net Inc GBX | 12.4% |
|
| 25 | Threadneedle UK Equity Alpha Inc Net Dist GBP | 12.3% |
|
| 26 | Jupiter Income Trust | 12.1% |
|
| 27 | HL Multi-Manager Income & Growth Pfolio Trust Acc | 12.1% |
|
| 28 | Fidelity Enhanced Income Acc | 12.0% |
|
| View full league table | |||
| Fund Name | Risk | ||
|---|---|---|---|
| 56 | Santander Equity Income Portfolio Ret Acc | 2.5 |
|
| 56 | Old Mutual Newton Higher Income A Inc | 2.5 |
|
| 58 | Insight Equity Income Sterling Income Shares | 2.6 |
|
| 58 | Franklin UK Equity Income | 2.6 |
|
| 58 | Jupiter Income Trust | 2.6 |
|
| View full league table | |||
| Fund Name | Loss | ||
|---|---|---|---|
| 40 | HL Multi-Manager Income & Growth Pfolio Trust Acc | -2.9% |
|
| 41 | Majedie UK Income A Inc | -3.0% |
|
| 42 | Lazard MultiCap UK Income Retail Inc | -3.0% |
|
| 42 | Jupiter Income Trust | -3.0% |
|
| 44 | Henderson Global Care UK Income A Inc | -3.1% |
|
| View full league table | |||
Total Return
Quarterly Performance
| to 01/01/2015 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 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
Top 10 Holdings
| Stock | Size |
|---|---|
| BP PLC ORD | 6.39 |
| AstraZeneca PLC ORD | 6.20 |
| GlaxoSmithKline PLC ORD | 4.73 |
| Aviva PLC ORD | 3.69 |
| BAE Systems PLC ORD | 3.58 |
| HSBC Holdings PLC ORD | 3.55 |
| Wolters Kluwer NV ORD | 3.12 |
| The Sage Group PLC ORD | 2.95 |
| Vodafone Group PLC ORD | 2.83 |
| Imperial Tobacco Group PLC ORD | 2.82 |
Registered For Sale In
- Taiwan
- United Kingdom
Fund Info
- Launch date03/08/1987
- Share Class size2,020Mn
- Base currencyGBP
-
ISIN GB0004791389
Purchase Info
- Min. initial investment50,000
- Min. additional investment5,000
Charges
- Annual management1.5%