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Jupiter North American Income Fund (Inc)
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The Jupiter North American Income Fund aims to achieve long-term capital growth and income by investing in North American securities, primarily in blue chip companies. As the largest and most influential stock market in the world, an investment in US equities is considered by many as a core portfolio holding.
The Jupiter North American Income Fund was previously known as the Jupiter North American Fund, but was reconstructed on 8 May 2007 to provide investors with the option for an income stream.
Fund manager
Sebastian Radcliffe assumed management of the Fund in January 2001.
Key fund facts
- Investors can choose to receive an income stream or automatically reinvest by purchasing accumulation units
- Invests mainly in North American equities and has the ability to invest in small amounts of convertible bonds and shares, deposits and money market instruments to attain the Fund's objective
- Fund manager can invest in equities listed on the principal stock markets of North America or in companies listed elsewhere which have a significant proportion of their business relating to North America
Downloads
 Fund factsheet
The value of investments and the income from them can fall as well as rise.
Fund Ratings - S&P Research: A
- Lipper Total Return: 4
- Lipper Consistent Return: 4
- Lipper Capital Preservation: 4
Fund Manager Sebastian Radcliffe
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The Historic Yield is based on the annualised net income of its first half-yearly distribution as a percentage of the mid-market unit price as at the date shown. It does not include any initial charge and investors may be subject to tax on their distributions. All of the Fund's expenses are charged to capital. This has the effect of increasing the distributions of the year by 1.91% and restraining the Fund's capital growth to an equivalent extent.
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International Funds
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Application Forms
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Literature
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Want to Invest?
If you would like to invest in this fund, you can download an application form here.
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For more information about the Fund, a range of literature items are available.
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