Quick Stats

Bid Price GBX 39.19 Offer Price GBX 41.24
Mid Price - Day Change GBX -0.01 (-0.03%)
Price Date 7 Nov 2014 Crown Rating
Shares Class Inc. Yield 0.00 %
Total Expense Ratio 1.91 Fund Size 7,056,000.00
Launch Date 07/07/2011 Standard Initial Charge (%) 5.25
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 1.50 Sector IMA UK Equity Income
Min Investment (£) 500.00 Total Expense Ratio (%) 1.91
ISIN GB00B62G3312 Min TopUp (£) 0.00

Fund Objective

To achieve long term capital growth by investing on a global basis primarily in companies that are engaged in the energy sector, including those that are engaged in the provision of services to that sector.

Fund Managers

Sebastian Radcliffe
Sebastian Radcliffe studied at the École Supérieur de Commerce in Rennes and he graduated with the equivalent of an MA. He joined Jupiter in 1998 as an analyst in the US equities team, researching the US technology market. Sebastian has managed the US portion of the Jupiter Global Managed Fund since 2001 and has managed the Jupiter North American Equities SICAV since launch in November 2009. Sebastian took over management of the Jupiter North American Income Fund in January 2001.