Jupiter UK Income Fund L Acc
Category UK Equity Income
Last buy/sell price
764.72p
1.86p (+0.24%)
Fund Code
BF154T5
GB00BF154T58
Prices updated as at 02 May 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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Annual performance (%)
Year | This fund | UK Equity Income |
---|---|---|
31 Mar 14 - 31 Mar 15 | - | - |
31 Mar 15 - 31 Mar 16 | - | - |
31 Mar 16 - 31 Mar 17 | - | - |
31 Mar 17 - 31 Mar 18 | - | - |
31 Mar 18 - 31 Mar 19 | 2.21 | 3.33 |
31 Mar 19 - 31 Mar 20 | -25.90 | -21.58 |
31 Mar 20 - 31 Mar 21 | 32.19 | 28.27 |
31 Mar 21 - 31 Mar 22 | 8.91 | 10.32 |
31 Mar 22 - 31 Mar 23 | 7.24 | -0.71 |
31 Mar 23 - 31 Mar 24 | 5.05 | 7.37 |
31 Mar 24 - 31 Mar 25 | 13.34 | 6.14 |
Trailing returns (%)
Year | This fund | UK Equity Income |
---|---|---|
1 Day | 0.24 | 0.62 |
1 Month | 2.82 | 2.20 |
3 Months | 2.38 | -0.75 |
6 Months | 10.69 | 3.27 |
1 Year | 14.14 | 6.70 |
3 Years annualised | 9.52 | 5.48 |
5 Years annualised | 13.37 | 10.03 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.