Jupiter North American Income I Inc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History2.17%
  • 3 Year sharpe0.24
  • 3 Year alpha-7.1
  • Distribution Typeincome
  • BenchmarkS&P 500 TR USD
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.99%
  • IA SectorNorth America
  • Manager GroupJupiter
  • DomicileUnited Kingdom
  • ISINGB00B4Y3KV37

Investment Strategy

The Fund aims to provide income together with capital growth in order to achieve a return, net of fees, higher than that provided by the S&P 500 Index over the long term (at least five years). At least 70% of the Fund is invested in shares of companies based in North America. The Fund will typically have a bias towards the shares of US companies. Up to 30% of the Fund may be invested in other assets, including shares of companies based anywhere in the world, open-ended funds (including funds managed by Jupiter and its associates), cash and near cash.

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