Jupiter Merian North Amer Eq I GBP Acc GB00B1XG9G04
Overview
Performance
Growth of 10,000
Returns
2015
|
2016
|
2017
|
2018
|
2019
|
2020
|
2021
|
2022
|
2023
|
2024
|
YTD
| |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment |
7.60
|
36.74
|
12.34
|
-3.92
|
21.07
|
15.31
|
27.82
|
-6.46
|
17.93
|
26.68
|
1.48
|
| Category |
4.01
|
30.59
|
9.74
|
-1.43
|
23.42
|
14.10
|
26.27
|
-9.43
|
17.23
|
23.18
|
N/A
|
| Index |
6.12
|
32.26
|
10.53
|
0.83
|
25.79
|
16.75
|
27.10
|
-9.79
|
19.13
|
26.80
|
2.42
|
| Quartile Rank |
Quartile Rank is
first
|
Quartile Rank is
first
|
Quartile Rank is
first
|
Quartile Rank is
third
|
Quartile Rank is
third
|
Quartile Rank is
second
|
Quartile Rank is
second
|
Quartile Rank is
first
|
Quartile Rank is
third
|
Quartile Rank is
second
|
Quartile Rank is
third
|
| Percentile Rank |
17
|
18
|
25
|
52
|
64
|
39
|
47
|
17
|
57
|
29
|
58
|
| # of Invest. in Cat. |
1,442
|
1,485
|
1,629
|
1,732
|
1,819
|
1,822
|
1,946
|
1,955
|
2,074
|
2,166
|
928
|
| Category Name |
EU0529
EAA Fund US Flex-Cap Equity
|
EU0529
EAA Fund US Flex-Cap Equity
|
EU0529
EAA Fund US Flex-Cap Equity
|
EU0529
EAA Fund US Flex-Cap Equity
|
EU0529
EAA Fund US Flex-Cap Equity
|
EU0529
EAA Fund US Flex-Cap Equity
|
EU0526
EAA Fund US Large-Cap Blend Equity
|
EU0526
EAA Fund US Large-Cap Blend Equity
|
EU0526
EAA Fund US Large-Cap Blend Equity
|
EU0526
EAA Fund US Large-Cap Blend Equity
|
EU0526
EAA Fund US Large-Cap Blend Equity
|
Price
How much does it cost (GBP)?
Ongoing Fee Level
Investment Fees
| Type | Actual % |
|---|---|
| KIID Ongoing Charge | 0.95 |
| Performance Fee | 0.00 |
Other Fees
| Type | |
|---|---|
| Entry Cost (% Max) | 0 |
| Exit Cost (% Max) | 0 |
| Minimum Initial Investment (GBP) | 1,000,000 |
Sustainability
ESG Risk Rating
3/5
Corporate Sustainability Score
Sovereign Sustainability Score
Low Carbon Designation
No Designation
Carbon Risk Score
Strategy
Related Investments
Investment Name | Inception | ISIN | Currency | Ongoing Charge | Performance Fee % | Minimum Initial Purchase | Shareclass without Retrocessions | Purchase Constraint |
|---|---|---|---|---|---|---|---|---|
Jupiter Merian North Amer Eq E GBP Inc
Jupiter Merian North Amer Eq E GBP Inc
|
14 Nov 2018
|
GB00BGYB7S78
|
GBP
|
0.6
|
0.02699
|
500.00 Mil
|
No
|
T
Institutional
|
Jupiter Merian North Amer Eq I GBP Acc
Jupiter Merian North Amer Eq I GBP Acc
|
05 Apr 2012
|
GB00B1XG9G04
|
GBP
|
0.95
|
0
|
1.00 Mil
|
Yes
|
T
Institutional
|
Jupiter Merian North Amer Eq I GBP Inc
Jupiter Merian North Amer Eq I GBP Inc
|
10 Mar 2023
|
GB00BMWRV765
|
GBP
|
0.95
|
0
|
1.00 Mil
|
Yes
|
—
|
Jupiter Merian North Amer Eq J GBP Acc
Jupiter Merian North Amer Eq J GBP Acc
|
10 Mar 2023
|
GB00BMWRV872
|
GBP
|
1.3
|
0
|
500.00
|
No
|
—
|
Jupiter Merian North Amer Eq J GBP Inc
Jupiter Merian North Amer Eq J GBP Inc
|
10 Mar 2023
|
GB00BMWRV989
|
GBP
|
1.3
|
0
|
500.00
|
No
|
—
|
Jupiter Merian North Amer Eq L GBP Acc
Jupiter Merian North Amer Eq L GBP Acc
|
06 Apr 1985
|
GB00B1XG7P54
|
GBP
|
1.7
|
0
|
500.00
|
No
|
—
|
Jupiter Merian North Amer Eq L GBP Inc
Jupiter Merian North Amer Eq L GBP Inc
|
10 Mar 2023
|
GB00BMWRVB01
|
GBP
|
1.7
|
0
|
500.00
|
No
|
—
|
Jupiter Merian North Amer Eq P GBP Acc
Jupiter Merian North Amer Eq P GBP Acc
|
30 Jun 2008
|
GB00B1XG8M98
|
GBP
|
1.2
|
0
|
500.00
|
No
|
—
|
Jupiter Merian North Amer Eq U1 GBP Acc
Jupiter Merian North Amer Eq U1 GBP Acc
|
17 Apr 2014
|
GB00BHBX8800
|
GBP
|
0.88
|
0
|
25.00 Mil
|
No
|
T
Institutional
|
Jupiter Merian North Amer Eq U2 GBP Acc
Jupiter Merian North Amer Eq U2 GBP Acc
|
17 Feb 2014
|
GB00BHBX8917
|
GBP
|
0.8
|
0
|
50.00 Mil
|
No
|
T
Institutional
|
Jupiter Merian North Amer Eq U4 GBP Acc
Jupiter Merian North Amer Eq U4 GBP Acc
|
06 Mar 2025
|
GB00BRYQ5R43
|
GBP
|
0.55
|
–
|
250.00 Mil
|
No
|
—
|
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