Quick Stats

Bid Price GBX 72.42 Offer Price GBX 76.50
Mid Price - Day Change GBX -0.08 (-0.11%)
Price Date 16 Oct 2017 Crown Rating 2
Shares Class Inc. Yield 3.00 %
Total Expense Ratio 0.00 Fund Size 63,736,547.00
Launch Date 30/04/2013 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 (%) 0.00
ISIN GB00B8B9Z287 Min TopUp (£) 50.00

Fund Objective

The objective of the Fund is to generate a high and rising income with the prospect of capital growth by investing predominantly in global equities.

Fund Managers

Sebastian Radcliffe
Sebastian joined Jupiter in 1998 and is currently Head of Strategy, US. He manages the Jupiter North American Income Fund (Unit Trust) and the Jupiter North American Equities fund (SICAV). He also co-manages, with Gregory Herbert, the Jupiter Global Equity Income Fund (Unit Trust) and Jupiter Global Equities fund (SICAV). Before his appointment as fund manager, Sebastian worked on Jupiter’s US equity desk where he assisted the head of US equities while focusing on researching the US technology market. Sebastian holds the equivalent of an MA degree from the Ecole Superieur de Commerce de Rennes.
Gregory Herbert
Gregory joined Jupiter in 2005 as a senior investment writer before moving into a fund management role in 2007. He is a fund manager in the European Opportunities team and manages the Jupiter European Income Fund (Unit Trust) and co-manages, with Sebastian Radcliffe, the Jupiter Global Equity Income Fund (Unit Trust) and the Jupiter Global Equities fund (SICAV). Before joining Jupiter, Gregory worked in various roles, including senior portfolio analyst for State Street Global Advisors, head of the UK desk for Standard & Poor’s and as an investment correspondent for both Globalnet Financial and Bridge Information Systems. Gregory has an MSc in Investment Management from Cass Business School, City University, an MSc in International Relations (Econ) from the LSE, and a degree in French and Italian from the University of Bristol.