Jupiter Monthly Alternative Income I Acc
Category GBP Flexible Allocation
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
124.78p
0.91p (+0.73%)
Fund Code
JUMCA
B4WLF92
GB00B4WLF922
Prices updated as at 18 Apr 2024
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.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
| Fund status | Open |
| Fund type | Unit Trust |
| Fund manager | Richard Curling |
| 138.12 | |
| 119.3 | |
| Fund comparative index | UK CPI |
| Specialist | |
| - | |
| 2.51 | |
| 0.35 | |
| 0.00 | |
| GBP Flexible Allocation | |
| No | |
| Fund provider | Jupiter Unit Trust Managers Ltd |
| Share class launch date | 19 Sep 2011 |
| £143.86m | |
| - | |
| 6.79 | |
| - | |
| 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.
