Jupiter UK Income Fund L Acc

Category UK Equity Income
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Last buy/sell price

757.14p

arrow-up5.05p (+0.67%)

Fund Code

BF154T5

GB00BF154T58

Prices updated as at 28 Mar 2025
|
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.
Company name
Jupiter Unit Trust Managers Ltd
Fund launch date
03 Aug 1987
Domicile
United Kingdom
UCITS
Yes
Fund manager
Chris Morrison
Manager start date
02 Apr 2024
Fund manager biography
Chris Morrison is an investment manager in the UK Equity Income team. Prior to joining Jupiter in January 2024, Chris was a fund manager at GAM since 2011. Between 2011 and 2017 he worked with Andrew Green managing the global and UK equity funds. In 2017, he launched a UK equity income strategy with Adrian Gosden. Between 2005 and 2011, Chris worked at Bank of Tokyo Mitsubishi UFJ Asset Management where he managed European equity portfolios. Chris studied Economics and Mathematics at University of Bristol.
Fund manager
Adrian Gosden
Manager start date
02 Apr 2024
Fund manager biography
Adrian Gosden is an investment manager in the UK Equity Income team. Prior to joining Jupiter in January 2024, Adrian was a fund manager at GAM since 2017. Prior to that he was at Artemis for 13 years, managing a £10bn UK income franchise. Before that he was a fund manager of UK equities at Société Générale Asset Management for four years. From 1996 to 1998, Adrian worked as an investment analyst at Fleming Investment Management, responsible for pharmaceutical and telecoms sector research. He started his career as a strategic consultant at Andersen Consulting. Adrian holds a first-class degree in chemistry from Oxford University.
Head office
The Zig Zag Building
70 Victoria Street
London
United Kingdom
SW1E 6SQ
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