JupiterMerian North American Equity Fund (IRL)I (GBP) Hedged AccRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 14.5 | 25.8 | -18.5 | 22.9 | 12.7 |
![]() | +/-Cat | - | - | - | - | - |
![]() | +/-B’mrk | - | - | - | - | - |
Category: Other Equity | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 14/08/2024 | GBP 22.30 | |
Day Change | 1.94% | |
Morningstar Category™ | Other Equity | |
IA (formerly IMA) Sector | - | |
ISIN | IE00BYR8HP89 | |
Fund Size (Mil) 14/08/2024 | USD 248.82 | |
Share Class Size (Mil) 14/08/2024 | GBP 2.08 | |
Max Initial Charge | - | |
Ongoing Charge 08/07/2022 | 0.94% |
Investment Objective: JupiterMerian North American Equity Fund (IRL)I (GBP) Hedged 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 16/08/2016 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI North America NR USD | - |
Target Market | ||||||||||||||||||||
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Portfolio Profile for JupiterMerian North American Equity Fund (IRL)I (GBP) Hedged 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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JupiterMerian North American Equity Fund (IRL)I (GBP) Hedged Acc |