Jupiter Merian North American Equity Fund (IRL) U1 GBP AccRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 14.0 | 28.2 | -6.7 | 17.2 | 12.3 |
![]() | +/-Cat | -0.1 | 2.0 | 2.7 | 0.0 | -1.2 |
![]() | +/-B’mrk | -2.8 | 1.1 | 3.1 | -1.9 | -3.0 |
Category: US Large-Cap Blend Equity | ||||||
Category Benchmark: Morningstar US Large-Mid NR... |
Key Stats | ||
NAV 14/08/2024 | GBP 32.56 | |
Day Change | 1.48% | |
Morningstar Category™ | US Large-Cap Blend Equity | |
IA (formerly IMA) Sector | - | |
ISIN | IE00BFWH3J35 | |
Fund Size (Mil) 14/08/2024 | USD 248.82 | |
Share Class Size (Mil) 14/08/2024 | GBP 2.83 | |
Max Initial Charge | - | |
Ongoing Charge 08/07/2022 | 0.82% |
Morningstar Research |
Analyst Report | 05/12/2023 Francesco Paganelli, Senior Analyst Morningstar, Inc |
A solid management team, together with a well-designed quantitative process, continue to make Jupiter Merian North American Equity an attractive offering. The offshore I USD share class receives a Morningstar Analyst Rating of Bronze. Ratings... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 23 |
Process | 24 |
Performance | |
Price |
Investment Objective: Jupiter Merian North American Equity Fund (IRL) U1 GBP Acc |
The objective of the fund is to seek to achieve long term capital growth through the active management of a diversified portfolio invested primarily in North American stock markets. It is not proposed to concentrate investments in any one industry or sector. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Amadeo Alentorn 08/11/2013 | ||
Inception Date 06/02/2015 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI North America NR USD | Morningstar US Large-Mid NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Jupiter Merian North American Equity Fund (IRL) U1 GBP Acc | 30/06/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 7.09 |
![]() | ![]() | 5.60 |
![]() | ![]() | 5.45 |
![]() | ![]() | 2.68 |
![]() | ![]() | 2.08 |
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Jupiter Merian North American Equity Fund (IRL) U1 GBP Acc |