Jupiter Merian North American Equity Fund L GBP IncRegister to Unlock Ratings |
Performance History | 30/06/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | - | - | - | - | 13.7 |
![]() | +/-Cat | - | - | - | - | -0.4 |
![]() | +/-B’mrk | - | - | - | - | -2.0 |
Category: US Large-Cap Blend Equity | ||||||
Category Benchmark: Morningstar US Large-Mid NR... |
Key Stats | ||
NAV 15/07/2024 | GBP 1.28 | |
Day Change | 0.60% | |
Morningstar Category™ | US Large-Cap Blend Equity | |
IA (formerly IMA) Sector | North America | |
ISIN | GB00BMWRVB01 | |
Fund Size (Mil) 30/12/2022 | GBP 1361.47 | |
Share Class Size (Mil) 15/07/2024 | GBP 7.00 | |
Max Initial Charge | 4.00% | |
Ongoing Charge 16/02/2024 | 1.70% |
Investment Objective: Jupiter Merian North American Equity Fund L GBP Inc |
To seek to achieve capital growth by delivering a return, net of fees, greater than that of the MSCI North America Index with net dividends reinvested over rolling 3 year periods. The fund primarily invests (at least 70%) in a diversified portfolio of North American equities. North American equities are those of companies that are domiciled, incorporated or listed in North America, or that conduct a significant part of their business in North America. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Amadeo Alentorn 01/12/2004 | ||
Inception Date 10/03/2023 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI North America NR GBP | Morningstar US Large-Mid NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Jupiter Merian North American Equity Fund L GBP Inc | 30/06/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 7.13 |
![]() | ![]() | 5.65 |
![]() | ![]() | 5.14 |
![]() | ![]() | 2.41 |
![]() | ![]() | 1.91 |
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Jupiter Merian North American Equity Fund L GBP Inc |