Jupiter UK Income Fund L Acc
Category UK Equity Income
Last buy/sell price
715.03p
2.77p (+0.39%)
Fund Code
BF154T5
GB00BF154T58
Prices updated as at 30 Aug 2024
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
Growth of 1,000 as of 30 Aug 2024, 17:08
Trailing returns (%) as of 30 Aug 2024, 17:08
Annual performance (%)
Year | This fund | UK Equity Income |
---|---|---|
30 Jun 13 - 30 Jun 14 | - | - |
30 Jun 14 - 30 Jun 15 | - | - |
30 Jun 15 - 30 Jun 16 | - | - |
30 Jun 16 - 30 Jun 17 | - | - |
30 Jun 17 - 30 Jun 18 | - | - |
30 Jun 18 - 30 Jun 19 | -5.57 | -2.76 |
30 Jun 19 - 30 Jun 20 | -21.26 | -14.88 |
30 Jun 20 - 30 Jun 21 | 27.68 | 22.06 |
30 Jun 21 - 30 Jun 22 | 4.15 | -1.33 |
30 Jun 22 - 30 Jun 23 | 4.18 | 3.95 |
30 Jun 23 - 30 Jun 24 | 13.70 | 13.63 |
Trailing returns (%)
Year | This fund | UK Equity Income |
---|---|---|
1 Day | 0.57 | 0.39 |
1 Month | 0.22 | 0.31 |
3 Months | 2.24 | 3.26 |
6 Months | 13.40 | 12.78 |
1 Year | 17.70 | 18.46 |
3 Years annualised | 8.48 | 5.63 |
5 Years annualised | 5.59 | 6.14 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.