Quick Stats

Bid Price - Offer Price -
Mid Price GBX 99.24 Day Change GBX -0.01 (-0.01%)
Price Date 19 Oct 2018 Crown Rating 2
Shares Class Inc. Yield 2.60 %
Total Expense Ratio 1.41 Fund Size 883,041,087.00
Launch Date 04/03/2002 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 1.25 Sector Mixed Investment 0-35% Shares
Min Investment (£) 500.00 Total Expense Ratio (%) 1.41
ISIN GB0031294183 Min TopUp (£) 50.00

Fund Objective

To provide a sustainable level of income and the prospect of capital growth over the long term by investing in an actively balanced portfolio of fixed interest securities and mainly UK equities.

Fund Managers

Rhys Petheram
Rhys joined Jupiter in 2006 and is currently a fund manager in the Multi-Asset team. He is co-fund manager, alongside Alastair Gunn, of the Jupiter Distribution Fund, the Jupiter Distribution and Growth Fund and the Jupiter Enhanced Distribution Fund. He also co-manages the Jupiter Global Ecology Diversified fund (SICAV). Before joining Jupiter, Rhys was an analyst at Towers Perrin Australia and a credit analyst for utilities at Moody's Investor Services. Rhys has a degree in Commerce (Finance) and a Diploma in Modern Languages (Indonesian), both from the University of Melbourne, and is also a CFA charterholder.
Alastair Gunn
Alastair joined Jupiter in 2007 and is a UK equities fund manager. He co-manages (with Rhys Petheram) the Jupiter Distribution Fund, the Jupiter Enhanced Distribution Fund and the Jupiter Distribution and Growth Fund. He is also fund manager of the Jupiter Growth & Income Fund and investment advisor to Jupiter Dividend & Growth Trust PLC. Before joining Jupiter, Alastair was Managing Director of equity research for Bear Stearns International, prior to moving on to become a director of equity research at Arbuthnot Securities in 2003. Alastair is a registered representative of the London Stock Exchange.