Jupiter Global Equity Income I Inc

Buy/Sell Price  (as of 22/02/2018) £0.7005   Day Change :  -0.04%     Fund Code:  JUGLI 

Important documents Before investing please ensure that you have read the Fidelity Key Features Document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found by clicking on the 'Important documents' link.

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Gregory joined Jupiter in April 2005 as a senior investment writer before joining our European equities team as an assistant fund manager in October 2007. He currently manages the European portion of the Jupiter Global Managed Fund. He is also manager of the Jupiter European Income Fund. Before joining Jupiter, Gregory worked in various roles, including senior portfolio analyst for State Street Global Advisors, head of the UK desk for Standard & Poors 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.


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.
Investment HouseJupiter Asset Management
Fund ProviderJupiter Unit Trust Managers Ltd
ManagerGregory Herbert   Biography
ManagerSebastian Radcliffe   Biography

Fund Objective The Fund objective is to provide investors with a high income that increases over time, and for the money invested to increase. The Fund will invest predominantly in the shares of global companies

Key Statistics

Fund Status
12-Month NAV High £0.73
12-Month NAV Low £0.67
Fund Comparative Index -
Morningstar CategoryTMGlobal Equity Income
Dividend FrequencyTwice Yearly
Historic Yield2.90%

Annual Charges

Morningstar ratings

 as of  31/01/2018
Overall4 star
3 Years4 star
5 YearsN/A
10 YearsN/A

One or more funds cannot be shown as they have less than one year of performance data.

Growth of £1000 Help

 as of  22/02/2018

Past Performance (%) Help

as of 

This Fund


Fund versus Morningstar Category

Important Information

The value of the fund and the income from it can go down as well as up so you may get back less than you invested. If your fund invests in overseas markets, changes in currency exchange rates may affect the value of your investment. If your fund invests in small and emerging markets, these can be more volatile than other more developed markets. Past performance is not a guide to future returns.
For funds that invest in bonds, please be aware that the price of bonds is influenced by movements in interest rates, changes in the credit rating of bond issuers, and other factors such as inflation and market dynamics. In general, as interest rates rise the price of a bond will fall. The risk of default is based on the issuer's ability to make interest payments and to repay the loan at maturity. Default risk may therefore vary between different government issuers as well as between different corporate issuers.

 Some of the performance and risk data presented may start before the share class was launched. If so, the data prior to the launch date of the share class is based on the fund or share class that has similar or higher charges, in order to provide an indication of longer term performance and risk. Please refer to the launch date and performance start date in the fund factsheet to determine whether the data has been extended.Past Performance and Risk & Volatility figures are presented in British Pounds Sterling (GBP). Fund returns are calculated on a Nav to Nav or Bid to Bid basis with income reinvested either after tax (for UK-domiciled funds) or gross of tax (for offshore funds). Performance figures include the effect of the OCF/TER. To cover distribution costs a separate service fee is now also charged on most funds, which is not included in the past performance figures. Consequently the past performance of the fund may be less than that shown on the chart due to the effect of the service fee.

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