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Jupiter North American Income

Ranked 4 out of 13 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.


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.


North American Income over : 31/10/2014 - 31/10/2015

Total Return

Quarterly Performance

to 30/09/2015 Annual Q1 Q2 Q3 Q4
2015 2.9% -6.4% -6.3%
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

Asset Allocation



Top 10 Holdings

Stock Size
JPMorgan Chase & Co ORD 4.27
Bank of America Corp ORD 3.96
Medtronic PLC ORD 3.96
American International Group Inc ORD 3.86
Comcast Corp ORD 3.74
CVS Health Corp ORD 3.68
Microsoft Corp ORD 3.65
Johnson & Johnson ORD 3.56
Pfizer Inc ORD 2.94
Honeywell International Inc ORD 2.84

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date07/09/1998
  • Share Class size383Mn
  • Base currencyGBP
  • ISIN GB0003840617

Purchase Info

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


  • Annual management1.50%

Related News

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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.

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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.

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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 GBP).