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Jupiter North American Income

Ranked 19 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.

Objective

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

Performance

US Income over : 31/03/2017 - 31/03/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -8.6%
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 size46Mn
  • Base currencyGBX
  • ISIN GB0003840617

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment0

Related News

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.

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