Jupiter Distribution and Growth

Ranked 251 out of 262 in - Aggressive GBP over 12 months
All calculations are in GBP unless stated

Managed by

Alastair Gunn

Alastair Gunn joined Jupiter in 2007, before joining Jupiter, Alastair was Managing Director of equity research for Bear Stearns International, prior to moving on to become a director of equity research at Arbuthnot Securities in 2003. Alastair is a registered representative of the London Stock Exchange.

Rhys Petheram

Before joining Jupiter, Rhys Petheram was an analyst at Towers Perrin Australia and a credit analyst for utilities at Moody's Investor Services. Rhys has a degree in Commerce (Finance) and a Diploma in Modern Languages (Indonesian), both from the University of Melbourne, and is also a CFA charterholder.

Objective

The Fund objective is to provide investors with a high income that increases over time and for the money invested to increase. The Fund will principally invest in shares of companies and convertible securities that the Fund Manager believes have the potential to pay high dividends as well as some corporate and government bonds. The Fund will primarily invest in the UK.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive GBP over : 31/03/2018 - 31/03/2019
  • Rank 251/262 Total Return
  • Rank 122/262 Standard Deviation
  • Rank 245/262 Max Drawdown
Fund Name Currency Loss
243 The Navajo Acc GBP

-11.7%

244 VT Aggressive Portfolio Overlay C GBP

-11.9%

245 Jupiter Distribution and Growth GBP

-11.9%

246 S&W Forest Acc GBP

-12.0%

247 City Financial Adventurous GBP Acc GBP

-12.3%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 5.2%
2018 -15.1% -9.8% 5.7% -1.5% -9.5%
2017 8.5% 3.9% 2.1% 1.1% 1.2%
2016 5.9% -1.5% -2.3% 7.9% 2.0%
2015 8.2% 6.8% -0.4% -3.8% 5.6%
2014 3.5% 0.2% 1.7% -0.5% 2.0%
2013 21.0% 9.5% 0.5% 3.3% 6.3%
2012 9.9% 4.1% -0.6% 5.3% 0.8%
2011 2.9% 2.4% 1.5% -8.0% 7.7%
2010 11.1% 4.3% -7.3% 10.8% 3.8%
2009 20.1% -9.5% 13.3% 15.8% 1.1%
2008 -24.2% -8.9% -4.2% -10.2% -3.4%
2007 2.2% 2.5% 0.2% -1.0% 0.5%
2006 18.8% 8.2% -2.4% 4.9% 7.2%
2005 20.5% 3.4% 3.7% 8.5% 3.7%
2004 15.6% 3.3% 1.5% 1.9% 8.1%
2003 20.4% -4.8% 15.5% 3.3% 6.0%
2002 -5.9% 5.4% -3.4% -9.7% 2.3%
2001 -0.9% -1.4% 6.6% -13.1% 8.4%
2000 13.0% -0.9% 6.4% -0.1% 7.3%
1999 24.6% 7.4% 10.9% -3.3% 8.1%
1998 16.3% 14.5% 1.0% -11.3% 13.4%
1997 21.8% 5.9% 1.5% 11.8% 1.3%
1996 3.1% 3.7% 5.0%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/12/2018

Top 10 Holdings

Stock Size
BP PLC ORD 6.44%
Royal Dutch Shell Plc B ORD 5.83%
GBP Cash 5.33%
HSBC Holdings PLC ORD 4.62%
GlaxoSmithKline PLC ORD 3.81%
AstraZeneca PLC ORD 2.66%
Mondi PLC ORD 2.44%
BAE Systems PLC ORD 2.31%
Legal & General Group PLC ORD 2.23%
Aviva PLC ORD 2.07%
31/12/2018

Registered For Sale In

  1. Spain
  2. United Kingdom

Fund Info

  • Launch date12/02/1996
  • Share Class size91Mn
  • Base currencyGBX
  • ISIN GB0004792684

Purchase Info

  • Min. initial investment50,000
  • Min. regular additional investment5,000

Charges

  • Annual management1.50%
  • Initial investment0.00%

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).