Jupiter Monthly Alternative Income I IncRegister to Unlock Ratings |
Performance History | 31/10/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | -2.2 | 17.7 | -10.2 | -7.6 | 3.6 | |
+/-Cat | -6.8 | 9.0 | -0.3 | -13.6 | -2.0 | |
+/-B’mrk | -7.5 | 9.7 | -1.0 | -16.8 | -3.3 | |
Category: GBP Flexible Allocation | ||||||
Category Benchmark: Morningstar UK Mod Tgt Allo... |
Key Stats | ||
NAV 25/11/2024 | GBX 24.71 | |
Day Change | -0.08% | |
Morningstar Category™ | GBP Flexible Allocation | |
IA (formerly IMA) Sector | Specialist | |
ISIN | GB00B4M78461 | |
Fund Size (Mil) 31/10/2024 | GBP 126.19 | |
Share Class Size (Mil) 22/11/2024 | GBP 71.26 | |
Max Initial Charge | - | |
Ongoing Charge 10/10/2024 | 2.11% |
Investment Objective: Jupiter Monthly Alternative Income I Inc |
To provide a level of income together with the prospect of capital growth that is, net of fees, higher than the Consumer Price Index, over rolling five-year periods. At least 70% of the Fund is invested in shares of closed-ended investment companies listed on the London Stock Exchange that offer a range of exposures, particularly to alternative asset classes. Up to 30% of the Fund may be invested in other assets, including shares of other companies, open-ended funds (including funds managed by Jupiter and its associates), cash and near cash. |
Returns | ||||||||||||||||
|
Management | ||
Manager Name Start Date | ||
Richard Curling 30/01/2012 | ||
Inception Date 19/09/2011 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
UK CPI | Morningstar UK Mod Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for Jupiter Monthly Alternative Income I Inc | 30/09/2024 |
| ||||||||||||||||||||||||||||||||||||||||||
| ||||||||||||||||||||||||||||||||||||||||||
| ||||||||||||||||||||||||||||||||||||||||||
|