Jupiter UK Income Fund L Acc
ISIN GB00BF154T58 / Valor null
Jupiter UK Income Fund L Acc
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General Objective
The fund aims to provide income along with the potential for capital growth, seeking to achieve a return higher than that of the FTSE All Share Index over the long term (at least five years).
Fund Exposure
At least 70% of the fund is invested in UK-based companies, with the remaining 30% allocated to other assets such as global company shares, open-ended funds, cash, and near cash. The fund manager focuses on identifying undervalued companies with strong balance sheets that offer income, typically investing in a smaller number of companies with high conviction.
Risks
Investors should be aware that this fund may not be suitable for those planning to withdraw their capital within a five-year timeframe. Additionally, as an actively managed fund, the fund manager has the flexibility to make investment decisions without being constrained by the benchmark, potentially leading to higher levels of risk compared to passively managed funds.
Source
https://www.jupiteram.com/uk/en/professional/product-page/jupiter-uk-income-fund-l-gbp-inc/
Ratings & reviews
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