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JUPITER GROWTH & INCOME - Fund overview

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Overview of JUPITER GROWTH & INCOME

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. JUPITER GROWTH & INCOME does not fall into either of these categories at present.

Standard Initial Charge

5.25% 0.00%

Invest via Bestinvest

to save 5.25%

Fund summary

Sector  UK All Companies
Product type  UNIT TRUST
Launched  October, 1997
Size  £250m
Yield 3.1%
Charging basis  50% Income 50% Capital
Dividends paid  30/6, 31/12.
Bid price 70.19p

Fund Charges

Standard Initial charge 5.25%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 0.91%
Annual management charge 1.50%
Total expense ratio 1.78%
Reduction in yield (10yr) 1.87%

Bestinvest says


No information available.

Portfolio

jupiter growth & income asset allocation illustration
Allocation Proportion
Equity 97%
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash 3%
jupiter growth & income equity geographic illustration
Allocation Proportion
UK 100%
Europe 0%
Nth America 0%
Japan 0%
Pacific 0%
Other Equity 0%
jupiter growth & income equity capitalisation illustration
Allocation Proportion
Large Caps 62%
Mid Caps 34%
Small Caps 4%

Investment process


The objective of the Fund is to achieve long-term capital and income growth through investing principally in UK equities.
The Fund's investment policy is to attain the objective by, among other things, investing in companies within the FTSE-350 Index and to a lesser extent, those within the FTSE Small Cap Index, selecting a concentrated portfolio of stocks which predominantly exhibit business franchise and organic growth characteristics, that offer the prospects of long-term capital and income growth.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

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