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Aberdeen American Growth  
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Schroder UK Mid 250  
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Jupiter Merlin UK Growth  
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See Jupiter Income fund as a pension fund
See underlying Jupiter Income fund

Stan Life Jupiter Income Trust

Underlying Fund

Jupiter Income

FE Crown Rating ( Underlying )

Fund Objective ( Underlying )

The Fund's objective is to produce a high income increasing at least in line with inflation, from a managed portfolio chiefly invested in UK equities and fixed interest stocks, although it may have some overseas exposure.

Fund Manager ( Underlying )

Ben Whitmore

Domicile

United Kingdom

Sector

UK Equity Income

Currency

GBX

Primary Asset Class

Equity

Downloads ( Underlying )

Unit Name

Stan Life Jupiter Income Trust S1

Inc/Acc

Accumulating 

Citicode

ZB49

Initial Charge

0.00%

Unit Currency

GBX 

ISIN

GB00B3BDMN55 

Annual Charge

1.80%

Bid

GBX 167.30

Offer

GBX 176.20

Change (Offer)

-1.90 (-1.07%)
23-May-2013

Unit LaunchDate

04-Aug-2004

Unit Name

Stan Life Jupiter Income Trust S2

Inc/Acc

Accumulating 

Citicode

ZB50

Initial Charge

0.00%

Unit Currency

GBX 

ISIN

GB00B3BDMP79 

Annual Charge

2.30%

Mid

GBX 168.19

Change (Mid)

-1.83 (-1.07%)
23-May-2013

Unit LaunchDate

04-Aug-2004

Performance Overview

Performance Charts

Cumulative Performance

  YTD 3m 6m 1y 3y 5y
Fund 16.10 8.71 16.91 24.94 40.94 24.57
Sector 14.87 7.74 17.38 28.77 47.25 32.75
 

Discrete Performance (%)

  2012 2011 2010 2009 2008
Fund 6.50 -0.51 7.77 14.10 -23.14
Sector 12.34 -1.83 12.43 20.77 -27.04

Asset Allocation ( Underlying )

breakdown chart
  Asset Class % of Fund
UK Equities 94.27
Cash 5.73

Regional Breakdown ( Underlying )

breakdown chart
  Region % of Fund
United Kingdom 94.27
Cash 5.73

Sector Breakdown ( Underlying )

breakdown chart
  Sector % of Fund
Financials 19.54
Health Care 17.28
Oil & Gas 12.54
Consumer Services 11.29
Consumer Goods 9.32
Telecommunications 7.85
Industrials 7.24
Cash 5.73
Utilities 5.68
Technology 3.52

All prices in Pence Sterling (GBX) unless otherwise specified. Price performance figures are calculated on a bid price to bid price basis with net income (dividends) reinvested. Performance figures are shown in Sterling.

 
 
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