Funds Centre

Performances as at: 20/06/2008

Jupiter High Income

Fund overview

Key Features
NameJupiter High Income
GIF Sector Asset Alloc GBP Neutral
Morningstar Rating 5 stars
Fund Rating Not rated
ISIN gb0004792684
Launch Date 24/01/1996
ISA Plan No
Savings Plan Yes
Fund Manager
NameJupiter Unit Trust Mgrs
AddressPO Box 300 Jupiter Customer Service Department
CityWest Malling
CountryUnited Kingdom
Telephone020 7314 7600
Fax020-7314-4933
Web Addresshttp://www.jupiteronline.co.uk
Email
Key Figures
CurrencyUK Sterling (GBP)
Annual Management Charge1.5%
Minimum Initial Investment (GBP) 500
Minimum Sub. Investment (GBP)250
1 Week Performance -1.56%
3 Year Total Return 21.06%
3 Year Volatility 2.58%

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.

Fund Classification
SectorAsset Alloc GBP Neutral
Asset SectorAsset Allocation
Specialist Sector Asset Allocation Neutral
Geographical FocusUnited Kingdom
Fund Size Data
Fund Size (Last Updated :30/05/2008)719.05
Average in Sector (Asset Alloc GBP Neutral)232.63
Largest in Sector2596.13
Smallest in Sector0.96
Total Sector Size17680.18
Number of Funds in Sector80

Fund Sizes are the latest available sizes provided by the Asset Groups to Morningstar and are quoted in millions sterling.

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  • 0.250% on annual fund charges
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