Jupiter Global Equity Income Acc GBP

Ranked 78 out of 102 in - Global Equity Income over 12 months
All calculations are in GBP unless stated

Managed by

Dermot Murphy

Ben Whitmore

Prior to joining Jupiter, Ben Whitmore worked at Schroders, managing both retail and institutional portfolios and some £2bn of assets. He has a degree in Geography from Cambridge University.

Objective

The fund aims to generate a high and rising income with the prospect of capital growth by investing predominantly in global equities.

Showing fund performance in United Kingdom View performance globally

Performance

Global Equity Income over : 31/01/2018 - 31/01/2019

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -5.7% -6.3% 3.5% 6.0% -8.3%
2017 8.9% 4.8% -0.8% 0.7% 4.0%
2016 26.6% 1.8% 7.8% 6.9% 8.0%
2015 1.8% 5.6% -4.4% -6.8% 8.1%
2014 8.3% 0.9% 1.5% 2.1% 3.5%
2013 -1.8% 3.8%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/10/2018

Top 10 Holdings

Stock Size
GBP Cash 10.67%
Johnson & Johnson ORD 3.89%
Wells Fargo & Co ORD 3.34%
JPMorgan Chase & Co ORD 3.24%
Bank of America Corp ORD 3.08%
Verizon Communications Inc ORD 2.96%
Cisco Systems Inc ORD 2.59%
AbbVie Inc ORD 2.56%
Novartis AG ORD 2.50%
Merck & Co Inc ORD 2.44%
31/10/2018

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date30/04/2013
  • Share Class size01Mn
  • Base currencyGBX
  • ISIN GB00B8B9Z287

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment50

Charges

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

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