View more on these topics

Jupiter – North American Income Fund

Jupiter

North American Income Fund

Type: Unit trust

Aim: Income and growth by investing mainly in US blue chip companies

Minimum investment: Lump sum £500, Isa lump sum £1,000, monthly £100
Investment split: 22.18% industrials, 19.81% consumer services, 12.76% financials, 11.22% healthcare, 8.91% consumer goods, 7.64% oil & gas, 6.88% technology, 4.87% basic materials, 2.68% telecommunications, 0.44% utilities, 2.6% cash

Isa link: Yes

Pep transfers: Yes

Charges: Initial 5.25%, annual 1.5%

Commission: Initial 3%, renewal 0.5%

Tel: 020 7314 7699

Recommended

Combine harvesters

Investors looking to reap profits from commodities can utilise a variety of investment vehicles.

Taken off the menu

The FSA has finally come out and admitted defeat, sounding the death knell for that onerous and, according to some advisers who have been in contact with Money Marketing, “pointless” document.

Invesco offers retail share for fund

Invesco Perpetual has added a retail share for the institutional UK strategic income fund managed by Mark Barnett. Minimum investment is £500 or £20 a month, compared with an institutional minimum of £250,000, and the fund can be held in an Isa.

Harris Associates' view on the UK’s vote to leave the EU

By David Herro, Partner, Deputy Chairman, Portfolio Manager and Chief Investment Officer of International Equity at Harris Associates Britain’s vote to exit the European Union has led to significant uncertainty across global markets. We believe market impact of this uncertainty, though severe, is more of a shorter-term phenomenon which will provide an opportunity for long-term […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment

    Close

    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm

    Email: customerservices@moneymarketing.com