DIY Investor Magazine - page 15

DIY Investor Magazine
/
March 2017
15
*The gross estimated yield reflects the amount that may be expected to be distributed over the next twelve months as a percentage of the mid-market unit price of the fund as at the date
shown. It is estimated as the fund has insufficient dividend history to calculate the ‘Historic yield’. Preliminary charges are not included and investors may be subject to tax on distributions.
This fund can invest more than 35% of its value in securities issued or guaranteed by an EEA state. The Key Investor Information Document, Supplementary Information Document and
Scheme Particulars are available from Jupiter on request. We recommend you discuss any investment decisions with a financial adviser, particularly if you are unsure whether an investment
is suitable. Jupiter Unit Trust Managers Limited is authorised and regulated by the Financial Conduct Authority.
NEW JUPITER ENHANCED DISTRIBUTION FUND
The art of blending equities and bonds for income
The new Jupiter Enhanced Distribution Fund aims to provide a monthly
income estimated at 4%* by investing in a blend of equities and bonds.
With decades of combined investment experience, Fund
Managers Rhys Petheram and Alastair Gunn select a
mix of bonds and equities that they believe can deliver
outperformance; all supported by Jupiter’s award
winning in-house Fixed Interest & Multi-Asset
team. So, whether you’re looking to take a
monthly income or to re-invest for growth, the
Jupiter Enhanced Distribution Fund could be
suitable for a variety of investor needs. To find
out more about Jupiter’s new fund visit jupiteram.com
or search JUPITER ENHANCED DISTRIBUTION FUND.
Market and exchange rate movements can cause the
value of an investment to fall as well as rise, and you
may get back less than originally invested. A proportion
of the fund is invested in high yield bonds. While such
bonds may offer a higher income the interest paid on
them and their capital value is at greater risk of not
being repaid, particularly during periods of
changing market conditions. The yield is not
guaranteed and monthly income payments
may fluctuate.
The fund manager may use derivatives, including
for investment purposes, which carries additional
risks and may result in large fluctuations in the value
of the fund. There is also a risk that counterparties to
derivatives may become insolvent, which may cause losses
to the fund. All of the fund’s expenses are charged to
capital, which can reduce the potential for capital growth.
4%
Estimated
yield