Jupiter UK Income

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Jupiter UK Income Fund I Acc

Category UK Equity Income
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

987.93p

arrow-down-43.74p (-4.24%)

Fund Code

JUITA

B5VXKR9

GB00B5VXKR95

Prices updated as at 07 Apr 2025
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Prices in GBX
Investment objective
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.
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 fundUK Equity Income
31 Mar 14 - 31 Mar 1510.369.35
31 Mar 15 - 31 Mar 16-1.20-1.08
31 Mar 16 - 31 Mar 1722.3514.75
31 Mar 17 - 31 Mar 18-0.80-0.49
31 Mar 18 - 31 Mar 192.983.33
31 Mar 19 - 31 Mar 20-25.34-21.58
31 Mar 20 - 31 Mar 2133.1628.27
31 Mar 21 - 31 Mar 229.7210.32
31 Mar 22 - 31 Mar 238.02-0.71
31 Mar 23 - 31 Mar 245.797.37
31 Mar 24 - 31 Mar 2514.196.14

Trailing returns (%)

YearThis fundUK Equity Income
1 Day-4.24-4.18
1 Month-7.86-9.49
3 Months-4.48-7.94
6 Months-2.86-8.97
1 Year5.46-2.04
3 Years annualised6.391.42
5 Years annualised11.598.13
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.


Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.


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