An active approach to income
Jupiter offers income-producing funds across both equities (company shares) and fixed income (debt issued by companies or governments), sourced from different parts of the globe. Income-producing funds are investments designed to pay investors regularly, typically through dividends from equities or interest payments from fixed income.
These funds may appeal to those seeking a regular income from their investments, alongside the potential for growing the value of the investment over time. Income from investments is not guaranteed and can vary.
Jupiter’s active management approach - grounded in fundamental research into companies and selective picking of company shares - aims to identify businesses capable of sustaining and growing dividend payments over time, or capable of consistently meeting their payment obligations to bondholders.
While all investors’ needs differ, these funds can potentially provide diversification. Investing across different regions and asset types can help spread risk, but it does not remove it.
Some investors may find that returns can support retirement needs or reinvestment strategies as part of an overall investment framework; however, individual circumstances differ and you should always discuss any investment decision with a financial adviser. These funds may be suitable for investors looking to supplement their income or reinvest returns as part of a longer-term investment plan.
The value of investments and income may go down as well as up and investors may not get back amounts originally invested. Exchange rate changes may cause the value of investments to fall as well as rise.
Income funds
Important information
We recommend you discuss any investment decision with a financial adviser, particularly if you are unsure whether an investment is suitable. Jupiter is unable to provide investment advice.
This webpage is informational only and is not investment advice. The value of investments and income may go down as well as up and investors may not get back amounts originally invested. Exchange rate changes may cause the value of investments to fall as well as rise. The views expressed are those of the author(s) at the time of preparation, are not necessarily those of Jupiter as a whole and may be subject to change. Every effort is made to ensure the accuracy of the information provided, but no assurance or warranties are given. Issued in the UK by Jupiter Asset Management Limited (JAM), registered address: The Zig Zag Building, 70 Victoria Street, London, SW1E 6SQ is authorised and regulated by the Financial Conduct Authority. Issued in the EU by Jupiter Asset Management International S.A. (JAMI), registered address: 5, Rue Heienhaff, Senningerberg L-1736, Luxembourg which is authorised and regulated by the Commission de Surveillance du Secteur Financier. No part of this document may be reproduced in any manner without the prior permission of JAM/JAMI.
