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Jupiter North American Income

Ranked 7 out of 12 in - North American Income over 12 months
All calculations are in GBP

Managed by

Sebastian Radcliffe

Born in Harrogate in 1972, Sebastian Radcliffe studied European financial management at the University College of North Wales before gaining a masters degree from the Ecole Superieur de Commerce in Rennes, France. He joined Jupiter in 1997 as an analyst, accountable for research into the US technology market. He took on management of the Jupiter North American fund in 2001 and the Jupiter Global Technology fund in 2005. Radcliffe is an enthusiastic sportsman and counts fencing, scuba diving, skiing and cycling among his interests.

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.

Performance

North American Income over : 30/09/2013 - 30/09/2014

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 9.0% 0.6% 2.0% 6.2%
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 23.7% 0.5% 23.2%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/07/2014

Top 10 Holdings

Stock Size
GBP Cash 12.55
Chevron Corp ORD 3.15
Johnson & Johnson ORD 3.13
Bank of America Corp ORD 3.10
Comcast Corp ORD 3.01
Microsoft Corp ORD 2.99
CVS Health Corp ORD 2.90
American International Group Inc ORD 2.77
JPMorgan Chase & Co ORD 2.45
Honeywell International Inc ORD 2.21
31/07/2014

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date07/09/1998
  • Share Class size543Mn
  • Base currencyGBP
  • ISIN GB0003840617

Purchase Info

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

Charges

  • Annual management1.5%
  • Initial investment5.25

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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.

...more...

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