Jupiter Monthly Alternative Income Fund L Acc
Category GBP Flexible Allocation
Last buy/sell price
122.53p
0.09p (+0.07%)
Fund Code
0950031
GB0009500314
Prices updated as at 02 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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Annual performance (%)
Year | This fund | GBP Flexible Allocation |
---|---|---|
31 Mar 14 - 31 Mar 15 | 8.55 | 8.54 |
31 Mar 15 - 31 Mar 16 | -0.55 | -2.45 |
31 Mar 16 - 31 Mar 17 | 18.87 | 16.05 |
31 Mar 17 - 31 Mar 18 | 1.99 | 1.67 |
31 Mar 18 - 31 Mar 19 | 4.65 | 0.91 |
31 Mar 19 - 31 Mar 20 | -11.43 | -7.91 |
31 Mar 20 - 31 Mar 21 | 20.94 | 21.53 |
31 Mar 21 - 31 Mar 22 | 12.66 | 3.07 |
31 Mar 22 - 31 Mar 23 | -15.31 | -6.62 |
31 Mar 23 - 31 Mar 24 | -6.60 | 7.37 |
31 Mar 24 - 31 Mar 25 | 6.42 | 3.14 |
Trailing returns (%)
Year | This fund | GBP Flexible Allocation |
---|---|---|
1 Day | 0.07 | 0.37 |
1 Month | 1.40 | -0.31 |
3 Months | 3.67 | -2.65 |
6 Months | 0.44 | 0.43 |
1 Year | 5.02 | 4.03 |
3 Years annualised | -5.52 | 1.90 |
5 Years annualised | 2.34 | 4.74 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.