Jupiter Income Trust ISA


The Jupiter Income Trust ISA may be considered a suitable core holding for those investors who are seeking an established, well-rated income fund with a strong performance record. 

The manager invests in mainly UK equities and fixed interest stocks, although it may have some overseas exposure with the aim of providing an income that will rise at least in line with inflation.

See below for the latest income yield, the discount you will receive by investing through us and to view the latest factsheet and brochure.

Income Yield4.50%**
Standard Initial Charge5.00%
Initial Charge after Discount0.50%
Brochure View Brochure »
Factsheet View Factsheet »

**The Historic Yield reflects distributions paid or declared over the past twelve months as a percentage of the mid-market unit price as at the date shown. It does not include any initial charge and investors may be subject to tax on their distributions.Yield is variable and not guaranteed. Information is correct as at 31st January 2010.

*Cashback Terms and Conditions
To qualify for this offer you must invest a minimum of £20,000 into a fund ISA or into a non ISA via the Fair Investment Funds Service. You will only qualify for one cashback irrespective of the number of investments made. Offer is valid for investments placed between 20.01.2010 and 31.07.2010.

Other Fund ISAs
To invest or transfer into the Jupiter Income Trust ISA, fill in the form below to receive:
  • Our Funds Service Pack
  • Discounts of up to 100% on fund and ISA initial charges
  • Online access and valuations of your investments
  • Access to our Customer Services team

 
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Important Note: ISAs are designed as medium to long term investments of, for example, five years or more. For investment ISAs both capital and income values may fall as well as rise and are not guaranteed and you may not get back all the money you invest. Please note that tax laws can change over time and can affect your investment. If you are in doubt you should speak to a financial adviser.

Fair Investment Company is authorised and regulated by the Financial Services Authority (FSA).