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Jupiter Uk Income Fund J Inc (0P0001JLV9)

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5.486 +0.050    +0.95%
24/12 - Closed. Currency in GBP
  • Morningstar Rating:
  • Total Assets: 42.65M
Type:  Fund
Market:  United Kingdom
Issuer:  Jupiter Unit Trust Managers Ltd
ISIN:  GB00BJJQ5F11 
Asset Class:  Equity
Jupiter Income Trust INCOME TRUST J GBP ACC 5.486 +0.050 +0.95%

0P0001JLV9 Overview

 
On this page you'll find an in-depth profile of Jupiter Uk Income Fund J Inc. Learn about the key management, total assets, investment strategy and contact information of 0P0001JLV9 among other information.
Category

UK Equity Income

Total Assets

42.65M

Expenses

1.39%

Inception Date

May 29, 2020

Investment Strategy

To provide income together with the prospect of capital growth, to achieve a return, net of fees, higher than that provided by the FTSE All Share Index, over the long term (at least five years). At least 70% of the Fund is invested in shares of companies based in the UK (i.e. companies domiciled, headquartered or which conduct a majority of their business activity, in the UK). Up to 30% of the Fund may be invested in other assets, including shares of other companies based anywhere in the world, open-ended funds (including funds managed by Jupiter and its associates), cash and near cash.

Contact Information

Address 70 Victoria Street
London,London SW1E 6SQ
United Kingdom
Phone +44 20 3817 1000
Fax +44 20 3817 1820

Top Executives

Name Title Since Until
Ben Whitmore Portfolio Manager 2013 Now
Biography Ben Whitmore joined Jupiter in October 2006. He manages the Jupiter UK Special Situations Fund (Unit Trust) and institutional assets. Prior to joining Jupiter, Ben worked at Schroders, managing both retail and institutional portfolios and some £2bn of assets - including the £281m Schroder Recovery Fund - establishing an excellent track record as a value-driven, contrarian fund manager. Ben gained a degree in Geography from Cambridge University.
Anthony Nutt Director 2000 2013
Biography Anthony Nutt joined Jupiter in 1996. Anthony also manages the Jupiter High Income Fund (Unit Trust), the Jupiter Dividend and Growth Trust PLC. He has run institutional investment funds since 1983 and was responsible for managing one of the largest UK unit trusts on behalf of a UK clearing bank. Prior to joining Jupiter, Anthony was a director of the asset management division of a leading merchant bank, responsible for leading investment trusts as well as the management of specialist and balanced pension funds on behalf of key UK and overseas clients.
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