Jupiter Monthly Alternative Income Fund L Acc

Category GBP Flexible Allocation


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Last buy/sell price

113.26p

arrow-down-0.23p (-0.20%)

Fund Code

0950031

GB0009500314

Prices updated as at 27 Mar 2024
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Prices in GBX

Investment objective
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.

Fund statusOpen
Fund typeUnit Trust
Fund managerRichard Curling
126.96
109.32
Fund comparative indexUK CPI
Specialist
-
3.26
0.35
-
GBP Flexible Allocation
No
Fund providerJupiter Unit Trust Managers Ltd
Share class launch date10 Feb 2000
£146.38m
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-
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Monthly
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) 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.