Jupiter Income Trust
Fund overview
| Name | Jupiter Income Trust |
|---|---|
| GIF Sector | Equity United Kingdom Income |
| Morningstar Rating |  |
| Fund Rating | Not rated |
| ISIN | gb0004791389 |
| Launch Date | 31/07/1987 |
| ISA Plan | No |
| Savings Plan | Yes |
| Name | Jupiter Unit Trust Mgrs |
|---|---|
| Country | United Kingdom |
| Web Address | http://www.jupiteronline.co.uk |
| enquiries@jupiter-group.co.uk |
| Currency | UK Sterling (GBP) |
|---|---|
| Annual Management Charge | 1.5% |
| Minimum Initial Investment (GBP) | 500 |
| Minimum Sub. Investment (GBP) | 250 |
| 1 Week Performance | 1.06% |
| 3 Year Total Return | 9.34% |
| 3 Year Volatility | 3.7% |
All performances are expressed as percentage change, calculated in sterling on a bid-to-bid basis with dividend income reinvested gross of any applicable taxes. Volatility is based upon monthly returns over a 3-year period. The larger the number the more volatile the monthly returns.
| Sector | Equity United Kingdom Income |
|---|---|
| Asset Sector | Equity |
| Specialist Sector | Equity Income |
| Geographical Focus | United Kingdom |
| Fund Size (Last Updated :30/06/2008) | 3153.73 |
|---|---|
| Average in Sector (Equity United Kingdom Income) | 479.51 |
| Largest in Sector | 8416.39 |
| Smallest in Sector | 2.10 |
| Total Sector Size | 45553.68 |
| Number of Funds in Sector | 97 |
Fund Sizes are the latest available sizes provided by the Asset Groups to Morningstar and are quoted in millions sterling.
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Buy the Jupiter Income fund from Hargreaves Lansdown and make saving of:
- 4.75% on the initial fund charges
- 0.250% on annual fund charges
Investment values can go down in value as well as up and you may get back less than the amount you invest.
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