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Jupiter Monthly Alternative Income Fund L Acc (0P00000R81)

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1.20 -0.00    -0.02%
26/11 - Delayed Data. Currency in GBP
Type:  Fund
Market:  United Kingdom
Issuer:  Jupiter Unit Trust Managers Ltd
ISIN:  GB0009500314 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 2.01M
Jupiter Monthly Income Acc 1.20 -0.00 -0.02%

Jupiter Monthly Alternative Income Fund L Acc Overview

 
Find basic information about the Jupiter Monthly Alternative Income Fund L Acc mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P00000R81 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: GB0009500314)
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Rating
1-Year Change2.87%
Prev. Close1.2
Risk Rating
TTM Yield7.75%
ROE11.60%
IssuerJupiter Unit Trust Managers Ltd
Turnover11.53%
ROA6.16%
Inception DateFeb 10, 2000
Total Assets2.01M
Expenses1.69%
Min. Investment500
Market Cap2.17B
CategoryGBP Flexible Allocation
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 943 974 876 890 953 1302
Fund Return -5.68% -2.56% -12.43% -3.82% -0.95% 2.68%
Place in category 521 527 516 431 369 137
% in Category 96 99 100 97 100 68

Top Equity Funds by Jupiter Unit Trust Managers Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  Jupiter European Inc 87.4M 2.49 6.96 9.62
  Jupiter European I Acc 794.73M -4.54 -1.41 9.92
  Jupiter European I Inc 714.95M -4.54 -1.25 9.97
  Jupiter UK Special Situations Inc 8.5M -2.14 9.16 4.83
  Jupiter India Acc 37.09M 24.00 20.39 11.42

Top Funds for GBP Flexible Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Troy Trojan O Acc 924.19M 0.08 4.21 5.18
  Troy Trojan O Inc 205.88M 0.08 4.21 5.18
  Troy Trojan S Acc 72.33M 0.13 4.48 5.45
  Troy Trojan S Inc 138.25M 0.12 4.47 5.46
  GB00BZ6CNS31 2.02B 6.00 2.44 -

Top Holdings

Name ISIN Weight % Last Change %
  Greencoat GB00B8SC6K54 5.08 127.63 +0.65%
  3I Infrastructure JE00BF5FX167 4.20 326.73 +0.38%
  Sequoia Economic Infrastructure GG00BV54HY67 3.88 76.55 +0.46%
  BioPharma Credit GB00BDGKMY29 3.60 0.880 -0.11%
  Supermarket Income REIT GB00BF345X11 3.49 70.34 +0.49%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Neutral Sell Sell
Technical Indicators Strong Sell Strong Sell Strong Buy
Summary Sell Strong Sell Neutral
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