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JUPITER INCOME TRUST L

Bestinvest LogoA contrarian, value-conscious approach to UK equity income investing.

PRICE (INC)

493.85p

PRICE (ACC)

618.87p

INITIAL CHARGE

5%

0%

ANNUAL MANAGEMENT CHARGE

1.5%

ONGOING CHARGE

1.69%

YIELD

4.6%

1 YEAR
4.94%
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Prices as at 06 Dec 2023.

We don’t currently provide commentary on this fund.

Past performance is not an indication of future performance.

Capital at risk.

To provide income together with the prospect of capital growth, to achieve a return, net of fees, higher than that provided by the FTSE All Share Index, over the long term (at least five years). At least 70% of the Fund is invested in shares of companies based in the UK (i.e. companies domiciled, headquartered or which conduct a majority of their business activity, in the UK). Up to 30% of the Fund may be invested in other assets, including shares of other companies based anywhere in the world, open-ended funds (including funds managed by Jupiter and its associates), cash and near cash.

Fund summary

SectorUK Equity Income
StructureUNIT TRUST
LaunchedAugust 1987
Size£1,595m
Yield4.6%
Dividends paidFebruary, August

Charges

Standard Initial Charge5%
Initial Charge Via BestInvest0%
Additional Bid/Offer Spread0%
Annual Management Charge1.5%
Ongoing Charges Figure1.69%

Investment Process

The information on this website is not intended to be advice or a recommendation to buy, sell or hold any investment mentioned. The value of investments and the income from them can go down as well as up and you may not get back the amount invested.

Past performance is not a guide to future performance. View full risk warning