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Jupiter – North American Income Fund


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


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