Quick Stats

Bid Price GBX 616.87 Offer Price GBX 620.19
Mid Price - Day Change GBX -2.26 (-0.37%)
Price Date 18 Jan 2018 Crown Rating 5
Shares Class Inc. Yield 3.70 %
Total Expense Ratio 0.00 Fund Size 2,500,247,886.00
Launch Date 03/08/1987 Standard Initial Charge (%) 5.25
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.65 Sector IMA UK Equity Income
Min Investment (£) 125,000,000.00 Total Expense Ratio (%) 0.00
ISIN GB00BQXWPW10 Min TopUp (£) 250,000.00

Fund Objective

The Fund's objective is to produce a high income increasing at least in line with inflation, from a managed portfolio chiefly invested in UK equities and fixed interest stocks, although it may have some overseas exposure.

Fund Managers

Ben Whitmore
Ben joined Jupiter in 2006 and is currently Head of Strategy, UK Value. Ben manages the Jupiter UK Special Situations Fund and the Jupiter Income Trust (Unit Trusts), as well as co-managing the Jupiter Global Equities fund (SICAV) alongside Dermot Murphy. Before joining Jupiter, Ben worked at Schroders, managing both retail and institutional portfolios and around £2 billion of assets. Ben has a degree in Geography from Cambridge University.