Jupiter UK Income Fund L Acc

Category UK Equity Income


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Last buy/sell price

715.03p

arrow-up2.77p (+0.39%)

Fund Code

BF154T5

GB00BF154T58

Prices updated as at 30 Aug 2024
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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.

Growth of 1,000 as of 30 Aug 2024, 17:08

Trailing returns (%) as of 30 Aug 2024, 17:08

Annual performance (%)

YearThis fundUK 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 2127.6822.06
30 Jun 21 - 30 Jun 224.15-1.33
30 Jun 22 - 30 Jun 234.183.95
30 Jun 23 - 30 Jun 2413.7013.63

Trailing returns (%)

YearThis fundUK Equity Income
1 Day0.570.39
1 Month0.220.31
3 Months2.243.26
6 Months13.4012.78
1 Year17.7018.46
3 Years annualised8.485.63
5 Years annualised5.596.14
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

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