Jupiter Income Trust Z Acc
|Bid Price||GBX 712.31||Offer Price||GBX 715.03|
|Mid Price||-||Day Change||GBX -2.48 (-0.35%)|
|Price Date||20 Jan 2017||Crown Rating|
|Shares Class||Inc.||Yield||3.70 %|
|Total Expense Ratio||0.00||Fund Size||2,278,693,444.00|
|Launch Date||03/08/1987||Standard Initial Charge (%)||5.25|
|Annual Management Charge (%)||0.65||Sector||IMA UK Equity Income|
|Min Investment (£)||125,000,000.00||Total Expense Ratio (%)||0.00|
|ISIN||GB00BQXWPX27||Min TopUp (£)||50.00|
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.
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.