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Jupiter Income Trust  

The Jupiter Income Trust may be considered a suitable core holding for those investors who are seeking an established, well-rated income fund with a strong performance record.  The manager invests in mainly UK equities with the aim of providing an income that will rise at least in line with inflation.

The fund manager, Anthony Nutt, seeks companies that are capable of providing an income from dividends as well as some capital appreciation. To achieve this, he looks to invest in large, high-quality cash generating companies with good prospects and capable management.

Fund manager 
Anthony Nutt assumed management of the Fund in May 2000.

Key fund facts 

  • Experienced, highly regarded, award-winning fund manager 
  • Invests in high quality, cash generative UK companies
  • Suitable core holding for many equity investors

Downloads

 Fund factsheet

Fund Ratings
  1. S&P Research: AAA
  2. OBSR Rating: AAA
  3. Lipper Total Return: 5
  4. Lipper Consistent Return: 5
  5. Lipper Capital Preservation: 5

Fund Manager
    Anthony Nutt
Bid Price (p)Offer Price (p)Historic Yield (%)Fund Size (£m)
419.72444.884.63,487.0

Percentage Growth
1 Year3 Years5 YearsSince Launch
-15.529.182.9951.6

Year on year percentage growth
2003 - 042004 - 052005 - 062006 - 072007 - 08
19.119.025.421.8-15.5

Fund prices and yields are calculated as at the valuation point on 27/8/2008

Please remember past performance should not be seen as a guide to future returns.

The value of an investment in a unit trust and the income from it can fall as well as rise and may be affected by exchange rate variations and you may not get back the amount you invested.

Performance data source: Financial Express, net income reinvested at UK basic rate of tax to 31/05/2008. For confirmation of individual fund launch dates, please see the Fund Information tab of the All Funds table. The OBSR Ratings are as at 31/05/2008. The Citywire ratings shown are the three year ratings as at 31/05/2008. Lipper ratings are sourced from Lipper as at 31/05/2008. Please see the online glossary within the help section for further definition of these ratings.

The Historic Yield reflects distributions paid or declared over the past twelve months as a percentage of the mid-market unit price as at the date shown. It does not include any initial charge and investors may be subject to tax on their distributions.

All of the Fund's expenses are charged to capital. This has the effect of increasing the distributions of the year by 1.71% and restraining the Fund's capital growth to an equivalent extent.
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For further information please contact one of the team.

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For more information about the Fund, a range of literature items are available.

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 Jupiter Investment Management Group Limited (JIMG), Jupiter Asset Management Limited (JAM) and Jupiter Unit Trust Managers Limited (JUTM) are all registered in England and Wales (nos 792030, 2036243 and 2009040). The registered address of JIMG, JAM and JUTM is 1 Grosvenor Place, London, SW1X 7JJ. JUTM and JAM are authorised and regulated by the Financial Services Authority, whose address is 25 The North Colonnade, Canary Wharf, London E14 5HS, under the references 122488 (JUTM) and 141274 (JAM). See www.fsa.gov.uk/register for more details. For company contact details click the link at the top of the page. Full legal information can be viewed by clicking the link above.