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Jupiter Income Trust

Ranked 72 out of 111 in - UK Equity Income over 12 months
All calculations are in GBP unless stated

Managed by

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's objective is to produce a high income increasing at least in line with inflation, from a managed portfolio chiefly invested in UK equities and fixed interest stocks, although it may have some overseas exposure.

Showing fund performance in United Kingdom View performance globally

Performance

UK Equity Income over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 4.9%
2018 -8.3% -6.0% 9.6% -0.7% -10.4%
2017 9.3% 4.2% 1.1% 0.6% 3.1%
2016 18.9% 2.1% 3.0% 8.9% 3.8%
2015 2.1% 5.4% -3.8% -4.8% 5.7%
2014 3.6% -1.2% 2.5% -0.7% 2.9%
2013 26.4% 12.3% -0.4% 4.9% 7.8%
2012 7.8% 4.3% -0.9% 5.4% -1.0%
2011 0.3% 2.0% 0.3% -9.0% 7.8%
2010 9.8% 3.6% -8.8% 11.4% 4.3%
2009 15.4% -12.8% 11.0% 17.3% 1.7%
2008 -26.9% -13.0% -4.8% -9.3% -2.7%
2007 -1.7% 1.7% -0.3% -3.3% 0.2%
2006 22.7% 10.8% -3.6% 5.6% 8.7%
2005 27.4% 5.0% 4.5% 8.5% 7.0%
2004 17.7% 5.9% 1.8% 1.8% 7.3%
2003 23.2% -5.9% 16.7% 5.1% 6.7%
2002 -11.7% 7.8% -5.7% -13.3% 0.1%
2001 -2.2% -0.9% 4.4% -13.2% 8.8%
2000 11.0% -3.6% 6.5% -0.7% 8.9%
1999 21.3% 17.0% 8.9% -2.1% -2.8%
1998 12.4% 12.6% 0.8% -10.3% 10.4%
1997 26.9% 9.9% 1.0% 10.4% 3.6%
1996 24.9% 7.3% 6.6% 2.7% 6.3%
1995 37.8% 3.1% 9.6% 13.9% 7.1%
1994 0.1% -3.9% -3.8% 5.4% 2.7%
1993 51.0% 12.0% 4.4% 11.6% 15.7%
1992 38.0% 2.9% 8.9% 3.7% 18.8%
1991 21.2% 16.4% 1.5% 10.3% -7.1%
1990 -24.7% -8.5% -2.5% -15.6% 0.0%
1989 40.3% 11.4% 11.8% 6.2% 6.0%
1988 3.8% 3.9% 9.8% -2.8% -6.5%
1987 -18.6%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/12/2018

Top 10 Holdings

Stock Size
BP PLC ORD 6.68%
HSBC Holdings PLC ORD 4.85%
GlaxoSmithKline PLC ORD 4.64%
Imperial Brands PLC ORD 4.20%
Aviva PLC ORD 4.14%
Standard Chartered PLC ORD 3.77%
AstraZeneca PLC ORD 3.63%
WPP PLC ORD 3.55%
Smiths Group PLC ORD 3.31%
Pearson PLC ORD 3.07%
31/12/2018

Registered For Sale In

  1. Spain
  2. Taiwan
  3. United Kingdom

Fund Info

  • Launch date03/08/1987
  • Share Class size662Mn
  • Base currencyGBX
  • ISIN GB0004791389

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).