Jupiter Global Equity Income Acc GBP

Ranked 45 out of 86 in - Global Equity Income over 36 months
All calculations are in GBP unless stated

Managed by

Gregory Herbert

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 : 30/04/2016 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 5.3%
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

31/12/2018

Top 10 Holdings

Stock Size
GBP Cash 6.00%
Johnson & Johnson ORD 3.94%
Verizon Communications Inc ORD 3.21%
JPMorgan Chase & Co ORD 3.19%
Merck & Co Inc ORD 2.78%
Roche Holding AG Par 2.71%
Cisco Systems Inc ORD 2.70%
AbbVie Inc ORD 2.70%
KEPPEL DC REIT 2.66%
Taiwan Semiconductor Manufacturing Co Ltd ORD 2.59%
31/12/2018

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).