Jupiter Merian Global Equity Fund U2 GBP AccRegister to Unlock Ratings |
Performance History | 30/06/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 12.0 | 25.0 | -6.8 | 18.8 | 13.0 |
![]() | +/-Cat | -2.3 | 9.9 | 3.1 | 9.4 | 7.1 |
![]() | +/-B’mrk | -0.5 | 6.0 | 1.3 | 4.2 | 1.8 |
Category: Global Flex-Cap Equity | ||||||
Category Benchmark: Morningstar Global All Cap ... |
Key Stats | ||
NAV 15/07/2024 | GBP 3.77 | |
Day Change | 0.57% | |
Morningstar Category™ | Global Flex-Cap Equity | |
IA (formerly IMA) Sector | Global | |
ISIN | GB00BHBX7X89 | |
Fund Size (Mil) 30/12/2022 | GBP 458.92 | |
Share Class Size (Mil) 15/07/2024 | GBP 8.79 | |
Max Initial Charge | - | |
Ongoing Charge 05/04/2024 | 0.85% |
Investment Objective: Jupiter Merian Global Equity Fund U2 GBP Acc |
To seek to achieve capital growth by delivering a return, net of fees, greater than that of the MSCI World Index with net dividends reinvested over rolling 3 year periods. The fund primarily invests (at least 70%) in a diversified portfolio of equities in developed markets globally. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Amadeo Alentorn 31/12/2004 | ||
Inception Date 17/02/2014 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI World NR GBP | Morningstar Global All Cap TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Jupiter Merian Global Equity Fund U2 GBP Acc | 30/06/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 5.04 |
![]() | ![]() | 4.21 |
![]() | ![]() | 4.12 |
![]() | ![]() | 2.03 |
![]() | ![]() | 1.40 |
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Jupiter Merian Global Equity Fund U2 GBP Acc |