Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

Jupiter North American Income

Ranked 6 out of 26 in - US Income over 12 months
All calculations are in GBP unless stated

Managed by

Sebastian Radcliffe

Sebastian manages the Jupiter North American Equities SICAV and the Jupiter Global Equities SICAV. Before his appointment as fund manager, Sebastian worked on the US equities team where he assisted the head of US equities while focusing on researching the US technology market. Sebastian holds the equivalent of an MA degree from the Ecole Superieur de Commerce de Rennes.


The objective of the Fund is to achieve long-term capital growth and income by investing primarily in North American securities. The Fund's investment policy is to invest primarily in North American blue chip companies.

Showing fund performance in United Kingdom View performance globally


US Income over : 31/01/2017 - 31/01/2018

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 6.9% 3.1% -2.3% 0.8% 5.3%
2016 35.7% 2.5% 10.0% 7.6% 12.0%
2015 1.9% 2.9% -6.4% -6.3% 12.9%
2014 17.9% 0.6% 2.0% 6.2% 8.2%
2013 25.1% 18.3% 2.6% -1.8% 5.0%
2012 8.7% 6.1% -2.8% 5.0% 0.4%
2011 2.9% 1.6% 0.7% -8.0% 9.4%
2010 16.5% 12.5% -11.0% 3.2% 12.8%
2009 15.6% -7.6% 0.4% 18.9% 4.9%
2008 -6.9% -8.5% 1.9% 0.8% -0.9%
2007 8.5% 3.1% 4.3% 1.5% -0.5%
2006 1.3% 5.0% -7.7% 1.1% 3.4%
2005 17.5% 0.3% 7.7% 5.6% 2.9%
2004 2.3% 0.5% 1.9% -3.1% 3.2%
2003 21.6% 1.2% 15.2% 1.3% 3.1%
2002 -43.2% -2.6% -24.7% -24.5% 2.4%
2001 -18.8% -13.3% 10.4% -28.3% 18.4%
2000 -6.5% 5.6% 1.5% -3.5% -9.6%
1999 27.1% 11.7% 4.8% -9.5% 20.1%
1998 23.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date07/09/1998
  • Share Class size95Mn
  • Base currencyGBX
  • ISIN GB0003840617

Purchase Info

  • Min. initial investment50,000
  • Min. regular additional investment5,000


  • Annual management1.50%
  • Initial investment0

Related News

Jupiter poaches BlackRock fixed income specialist

Jupiter Fund Management appoints Blackrock's Katharine Dryer as product specialist, fixed interest and multi-asset.

F&C US small cap star Siddles joins Jupiter

Jupiter has confirmed that F&C US small cap star Robert Siddles is to join the firm.

Jupiter targets income with global equity fund launch

Jupiter is launching a global equity income fund for managers Sebastian Radcliffe and Gregory Herbert, to take advantage of the growing dividend culture across markets.

US Election: Jupiter's Radcliffe on what could sweep away the US recovery

It is long-term entitlement spending, rather than the short-term “fiscal cliff”, that could sweep away a US recovery, says Sebastian Radcliffe, manager of the Jupiter North American Income fund.

Citywire Wealth Manager Performance Awards 2010: Aggressive portfolio winner

Announcing the winner of the award for the aggressive investment portfolio.

Fund Intelligence switches out of emerging markets

Citywire examines the key drivers of performance for Fund Intelligence's private client portfolios.

Sector Watch: Neptune’s Wintle stands out in North America

One fund stands head and shoulders above all others in the North America sector: Felix Wintle’s Neptune US Opportunities fund, which tops the sector over three and five years by substantial margins.

Jupiter to merge away technology fund

A 'geographic narrowing' of the technology sector has compelled Jupiter to look to merge away its £25million Global Technology into its more diversified Global Managed fund.  

The Daily Interview: Jupiter's Radcliffe:Central banks to blame for credit woes

Jupiter North American Income manager Sebastian Radcliffe says the effects of the credit crunch will run for some time yet before markets can return to relative normality.

Smith on funds: Jupiter hopes income approach will conquer US

Income investing has become very popular following the stockmarket bust at the turn of the decade, as apparently large capital gains withered away in the ensuing bear market and investors saw the benefit of receiving jam today rather than promises of jam tomorrow.


Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).