UK markets open in 3 hours 37 minutes

Jupiter North American Income Acc (F000000EEH.L)

YHD - YHD Delayed price. Currency in GBp (0.01 GBP)
Add to watchlist
156.00-3.00 (-1.89%)
At close: 06:07PM EDT

Jupiter North American Income Acc

The Zig Zag Building

70 Victoria Street

Management information
Sebastian Radcliffe,Lead manager since 31 December 2000
Sebastian Radcliffe joined Jupiter in 1997 and currently manages the Jupiter North American Income Fund (Unit Trust), the Jupiter North American Equities SICAV and the North American component of the Jupiter Global Managed Fund (Unit Trust). Prior to his appointment as Fund Manager, Sebastian worked on the US equity desk where he assisted the head of US equities, while focusing on research of the US technology market. Sebastian gained an MA from Ecole Superieur de Commerce de Rennes.
Morningstar style box
Yahoo partners with Morningstar, a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box, which identifies a fund's investment focus, based on the underlying securities in the fund.
http://us.i1.yimg.com/us.yimg.com/i/fi/3_0stylelargeeq1.gif
Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryUS Large-Cap Blend Equity
Fund familyJupiter Unit Trust Managers Ltd
Net assets216.64M
YTD return4.98%
Yield2.28%
Morningstar rating★★★
Inception date7 May 2007

Fund operations

Last dividend0.00
Last cap gain0.00
Holdings turnover-8.91%
Average for categoryN/A

Fees and expenses

ExpenseF000000EEH.LCategory average
Annual report expense ratio (net)0.00%0.00%
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales load0.00%N/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A