Jupiter UK Income Fund L Acc

Category UK Equity Income


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Last buy/sell price

908.88p

arrow-down-0.28p (-0.03%)

Fund Code

BF154T5

GB00BF154T58

Prices updated as at 02 Apr 2026
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Prices in GBX

Investment objective
To provide income together with the prospect of capital growth, to achieve a return, net of fees, higher than that provided by the FTSE All Share 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 (i.e. companies domiciled, headquartered or which conduct a majority of their business activity, in the UK). 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.

Annual performance (%)

YearThis fundUK Equity Income
31 Mar 15 - 31 Mar 16--
31 Mar 16 - 31 Mar 17--
31 Mar 17 - 31 Mar 18--
31 Mar 18 - 31 Mar 192.213.33
31 Mar 19 - 31 Mar 20-25.90-21.58
31 Mar 20 - 31 Mar 2132.1928.27
31 Mar 21 - 31 Mar 228.9110.32
31 Mar 22 - 31 Mar 237.24-0.71
31 Mar 23 - 31 Mar 245.057.37
31 Mar 24 - 31 Mar 2513.346.14
31 Mar 25 - 31 Mar 2620.7914.46

Trailing returns (%)

YearThis fundUK Equity Income
1 Day-0.03-0.12
1 Month-6.06-5.66
3 Months0.55-0.04
6 Months6.194.07
1 Year22.2016.07
3 Years annualised13.249.93
5 Years annualised11.177.90
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.


Important Information

Investment values, and income from investments, can go down as well as up, so you may get back less than you invest. This is not a personal recommendation for a specific investment. If you're not sure which investments are suitable for you, consult Fidelity's advisers or another authorised financial adviser. The information contained herein: is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.


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