Jupiter Fund ISAs for Income & Growth

Jupiter fund managers offer a range of investment funds for income and growth with varying investment risk profiles. Using your annual ISA tax allowance means that you can benefit from any fund growth tax free.

See below for a selection of Jupiter fund ISAs:

 Product NameISA OptionIncome YieldMore Info
Income Trustyes
4.20%**
More Info >
Income fund with a strong performance record that invests mainly in UK equities to provide an income that will rise at least in line with inflation. Save 100% on Initial Charges.
Merlin Income Portfolioyes
3.60%**
More Info >
Cautious managed fund that is designed to provide an income which is paid quarterly. Save 100% on Initial Charges.

*Current Income Yields are Gross, Variable & Not Guaranteed

Disclaimer (Please Read)
There are two types of ISAs – Stocks and Shares and Cash.

From 6 April 2010, you can invest up to £5,100 in cash with the balance up to £10,200 in stocks and shares. There are a range of Jupiter ISAs, both Cash and Stocks and Shares, that allow you to:
  • Invest up to £10,200 per tax year (£5,100 of which can be in cash)
  • Protect your savings and investments from capital gains tax
  • Make tax free withdrawals whenever you like

Jupiter fund managers allow you to invest from £50 per month.

To compare other ISA fund options from other UK fund managers click on the link below:

 Important Risk Information:

This website contains information only and does not constitute advice or a personal recommendation in any way whatsoever. The value of investments and income from them can fall as well as rise and you may not get back the full amount invested.

Investments in Stocks & Shares ISAs do not contain the same degree of capital security as investments in deposits. Stocks and shares ISAs are designed as medium to long term investments of, for example, five years or more. The tax efficiency of ISAs is based on current tax law and there is no guarantee that tax rules will stay the same in the future.

Different types of investment carry different levels of risk and may not be suitable for all investors. Please ensure that you read the
Important Risk Information for further details. Prior to making any decision to invest, you should ensure that you are familiar with the risks associated with a particular investment and should read the product literature. If you are in any doubt as to the suitability of a particular investment, both in respect of its objectives and its risk profile, you should seek independent financial advice.