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Jupiter Growth & Income

Ranked 207 out of 255 in - UK (All Companies) 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.

Objective

The objective of the Fund is to achieve long-term capital and income growth through investing principally in UK equities. The Fund's investment policy is to attain the objective by, among other things, investing in companies within the FTSE 350 Index and to a lesser extent, those within the FTSE Smaller Cap Index, selecting a broad-based portfolio of stocks which predominantly exhibit business franchise and organic growth characteristics, that offer the prospects of long-term capital and income growth.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/03/2018 - 31/03/2019
  • Rank 207/255 Total Return
  • Rank 86/255 Standard Deviation
  • Rank 155/255 Max Drawdown
Fund Name Currency Loss
154 BlackRock UK Equity I Inc GBP

-14.7%

155 Jupiter Growth & Income GBP

-14.8%

155 TM Sanditon UK Fund A Acc GBP

-14.8%

157 JPM UK Equity Growth A Net Acc GBP

-14.8%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.2%
2018 -17.5% -11.1% 8.0% -1.7% -12.6%
2017 8.4% 3.1% 1.9% 1.7% 1.4%
2016 8.1% -2.1% -2.0% 7.6% 4.7%
2015 1.3% 6.2% 1.6% -8.4% 2.5%
2014 0.4% -1.4% 1.2% 0.2% 0.5%
2013 30.5% 11.6% 1.5% 6.7% 8.0%
2012 18.7% 7.0% -0.4% 6.7% 4.4%
2011 0.7% 1.6% 1.9% -10.0% 8.1%
2010 14.5% 6.6% -9.3% 13.1% 4.8%
2009 31.0% -8.5% 13.5% 22.9% 2.6%
2008 -22.9% -11.1% 2.2% -11.1% -4.6%
2007 4.8% 2.2% 1.9% -1.0% 1.6%
2006 24.3% 11.5% -4.0% 4.8% 10.9%
2005 16.4% 6.3% -0.5% 6.1% 3.8%
2004 6.9% 1.8% -2.7% 0.8% 7.0%
2003 18.9% -7.1% 16.1% 4.3% 5.8%
2002 -18.7% 4.6% -6.1% -17.7% 0.6%
2001 -14.8% -8.1% 2.5% -17.4% 9.6%
2000 -4.3% -0.4% -1.2% -0.4% -2.3%
1999 24.6% 4.1% 1.6% -2.4% 20.8%
1998 15.2% 16.4% 0.4% -12.9% 13.2%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/12/2018

Top 10 Holdings

Stock Size
BP PLC ORD 8.32%
Royal Dutch Shell Plc B ORD 6.65%
GBP Cash 6.42%
GlaxoSmithKline PLC ORD 5.22%
HSBC Holdings PLC ORD 4.87%
BAE Systems PLC ORD 3.12%
Legal & General Group PLC ORD 3.06%
AstraZeneca PLC ORD 2.88%
Mondi PLC ORD 2.85%
British American Tobacco PLC ORD 2.60%
31/12/2018

Registered For Sale In

  1. Spain
  2. United Kingdom

Fund Info

  • Launch date30/10/1997
  • Share Class size09Mn
  • Base currencyGBX
  • ISIN GB0001577351

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).