Jupiter Monthly Alternative Income Fund L Acc

Category GBP Flexible Allocation
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Last buy/sell price

123.38p

arrow-down-0.55p (-0.44%)

Fund Code

0950031

GB0009500314

Prices updated as at 21 May 2025
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Prices in GBX
Investment objective
To provide a level of income together with the prospect of capital growth that is, net of fees, higher than the Consumer Price Index, over rolling five-year periods. At least 70% of the Fund is invested in shares of closed-ended investment companies listed on the London Stock Exchange that offer a range of exposures, particularly to alternative asset classes. Up to 30% of the Fund may be invested in other assets, including shares of other companies, open-ended funds (including funds managed by Jupiter and its associates), cash and near cash.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Annual performance (%)

YearThis fundGBP Flexible Allocation
31 Mar 14 - 31 Mar 158.558.54
31 Mar 15 - 31 Mar 16-0.55-2.45
31 Mar 16 - 31 Mar 1718.8716.05
31 Mar 17 - 31 Mar 181.991.67
31 Mar 18 - 31 Mar 194.650.91
31 Mar 19 - 31 Mar 20-11.43-7.91
31 Mar 20 - 31 Mar 2120.9421.53
31 Mar 21 - 31 Mar 2212.663.07
31 Mar 22 - 31 Mar 23-15.31-6.62
31 Mar 23 - 31 Mar 24-6.607.37
31 Mar 24 - 31 Mar 256.423.14

Trailing returns (%)

YearThis fundGBP Flexible Allocation
1 Day1.040.39
1 Month2.714.02
3 Months3.98-1.47
6 Months3.271.38
1 Year3.553.19
3 Years annualised-5.123.26
5 Years annualised2.334.25
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.


Important Information

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