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OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
Jupiter UK Income Fund ClassL Acc: holdings, performance and fees
1Y return+22.5%
3Y return+62.8%
5Y return+84.1%
OCF (ongoing charge)1.69%
Top 10 holdings
| Holding | Weight |
|---|---|
| GSK PLC | 6.0% |
| STANDARD LIFE PLC | 5.9% |
| BRITISH AMERICAN TOBACCO P.L.C. | 5.2% |
| HIKMA PHARMACEUTICALS PUBLIC LIMITED COMPANY | 4.4% |
| IMPERIAL BRANDS PLC | 4.4% |
| BP P.L.C. | 4.2% |
| LEGAL & GENERAL GROUP PLC | 3.3% |
| M&G PLC | 3.2% |
| SEGRO PLC | 2.9% |
| DIAGEO PLC | 2.8% |
Top sectors
- Financials22.6%
- Consumer Staples18.8%
- Health Care15.0%
- Industrials9.1%
- Consumer Discretionary9.0%
Top countries
- UK93.3%
- USA2.8%
- Netherlands2.3%
- Cash & Cash Equivalents1.6%
Holdings, sector and country weightings and performance as reported by FE fundinfo. Weightings are a percentage of the portfolio and may not sum to 100.
AI FORECAST · 12-MONTH
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This is an illustrative, model-generated scenario based on stated assumptions. It is not a prediction, a forecast of actual returns, or investment advice. Outcomes may differ materially. Past performance is not a guide to future returns. Capital is at risk.
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