Jupiter Monthly Alternative Income I Inc

Category GBP Flexible Allocation

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

24.45p

arrow-up0.08p (+0.33%)

Fund Code

JUMCI

B4M7846

GB00B4M78461

Prices updated as at 25 Mar 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

Jupiter Unit Trust Managers Ltd

Fund launch date

10 Feb 2000

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

The Zig Zag Building

70 Victoria Street

London

United Kingdom

SW1E 6SQ

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