FNW Jupiter Monthly Income Life Fund

Category GBP Flexible Allocation
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Last buy/sell price

175.40p

arrow-down-2.90p (-1.62%)

Fund Code

B3KN720

GB00B3KN7209

Prices updated as at 07 Apr 2025
|
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.
Company name
Fidelity FundsNetwork
Fund launch date
01 Aug 2006
Domicile
United Kingdom
UCITS
Yes
Fund manager
Richard Curling
Manager start date
30 Jan 2012
Fund manager biography
Richard Curling joined Jupiter in 2006 and manages the Jupiter UK Smaller Companies Fund (Unit Trust), the Jupiter Primadona Growth Investment Trust and institutional monies. Prior to joining Jupiter, Richard worked for Morgan Grenfell as Manager of the UK pensions and Income Funds before moving to Deutsche Bank where he was appointed Managing Director and Head of Small Cap. In this position, which he held for more than ten years, Richard was responsible for managing the UK and European Small Cap team and running Small Cap equity mandates. Between 1996 and 2003, he was also Head of Global Small Cap and responsible for the Global/EAFE Small Cap product. Richard has a Bachelor of Commerce (Hons) from Edinburgh University and is an Associate of the Society of Investment Analysts.
Head office
Fidelity Investments
25 Cannon Street
London
United Kingdom
EC4M 5TA
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