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Jupiter Distribution I Inc (F00000MWJT.L)

YHD - YHD Delayed price. Currency in GBp (0.01 GBP)
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58.00-1.00 (-1.69%)
At close: 06:07PM EDT

Jupiter Distribution I Inc

70 Victoria Street

The Zig Zag Building

London, SW1E 6SQ

Management information
John Hamilton,Lead manager since 7 February 2002
John Hamilton joined Jupiter in 1991. He has managed the Jupiter Corporate Bond Fund (Unit Trust) since its launch in May 1998 and has been Co-Manager of the Jupiter Distribution Fund (Unit Trust) with Anthony Nutt since its launch in March 2002. He also co-manages institutional assets. John is Head of the Fixed Interest Department at Jupiter. He started his career in 1979, specialising in fixed interest investment having begun his career in the Gilt Department of stockbrokers Laurie Milbank and Co. In 1981 he moved to the London Life Association where he later became Fixed Interest Manager. Six years later (and four years prior to it being acquired by Jupiter) he moved to Tyndall Investment Management Limited as Fixed Interest Director. John gained a degree in Mathematics from London University.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryGBP Cautious Allocation
Fund familyJupiter Unit Trust Managers Ltd
Net assets713.17M
YTD return1.45%
Yield3.22%
Morningstar rating★★★★★
Inception date18 Sept 2011

Fund operations

Last dividend0.00
Last cap gain0.00
Holdings turnover72.87%
Average for categoryN/A

Fees and expenses

ExpenseF00000MWJT.LCategory average
Annual report expense ratio (net)0.00%0.00%
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales load5.25%N/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A