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Jupiter North American Income

Ranked 14 out of 21 in - North American 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

North American Income over : 30/06/2015 - 30/06/2016

Total Return

Quarterly Performance

to 30/06/2016 Annual Q1 Q2 Q3 Q4
2016 2.5% 10.0%
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

Asset Allocation

Breakdown

30/04/2016

Top 10 Holdings

Stock Size
USD Cash 5.00
Comcast Corp ORD 4.14
JPMorgan Chase & Co ORD 4.05
Johnson & Johnson ORD 3.77
Bank of America Corp ORD 3.67
CVS Health Corp ORD 3.64
American International Group Inc ORD 3.63
Medtronic PLC ORD 3.63
Microsoft Corp ORD 3.42
Honeywell International Inc ORD 3.35
30/04/2016

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date07/09/1998
  • Share Class size111Mn
  • Base currencyGBP
  • ISIN GB0003840617

Purchase Info

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

Charges

  • 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.

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