Jupiter Responsible Income Fund U2 IncRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | - | - | - | 8.4 | 7.8 |
![]() | +/-Cat | - | - | - | 1.6 | -3.3 |
![]() | +/-B’mrk | - | - | - | 0.8 | -2.9 |
Category: UK Equity Income | ||||||
Category Benchmark: Morningstar UK All Cap TME ... |
Key Stats | ||
NAV 14/08/2024 | GBP 1.07 | |
Day Change | 0.96% | |
Morningstar Category™ | UK Equity Income | |
IA (formerly IMA) Sector | UK Equity Income | |
ISIN | GB00BPLHTQ34 | |
Fund Size (Mil) 17/07/2024 | GBP 147.13 | |
Share Class Size (Mil) 13/08/2024 | GBP 16.74 | |
Max Initial Charge | - | |
Ongoing Charge 16/02/2024 | 0.71% |
Investment Objective: Jupiter Responsible Income Fund U2 Inc |
To provide income together with capital growth in order to achieve a return, net of fees, higher than that provided by the FTSE4Good UK Index over the long term (at least five years). At least 70% of the Fund is invested in shares of companies based in the UK that are actively managing their environmental and social impacts or are providing solutions to environmental and social problems. Up to 30% of the Fund may be invested in other assets, including shares of other companies (based anywhere in the world), open-ended funds (including funds managed by Jupiter and its associates), cash and near cash. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
James Moir 01/12/2021 | ||
Inception Date 14/09/2022 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
FTSE4Good UK TR GBP | Morningstar UK All Cap TME NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Jupiter Responsible Income Fund U2 Inc | 30/06/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 6.62 |
![]() | ![]() | 5.30 |
![]() | ![]() | 4.66 |
![]() | ![]() | 4.04 |
![]() | ![]() | 3.92 |
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Jupiter Responsible Income Fund U2 Inc |