Jupiter Merian North American Equity Fund (IRL) S GBP AccRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 13.6 | 27.8 | -7.0 | 16.8 | 9.2 | |
+/-Cat | -0.5 | 1.5 | 2.4 | -0.4 | 1.8 | |
+/-B’mrk | -3.2 | 0.7 | 2.8 | -2.3 | 1.4 | |
Category: US Large-Cap Blend Equity | ||||||
Category Benchmark: Morningstar US LM NR USD |
Key Stats | ||
NAV 17/05/2024 | GBP 40.72 | |
Day Change | -0.45% | |
Morningstar Category™ | US Large-Cap Blend Equity | |
IA (formerly IMA) Sector | - | |
ISIN | IE00BFWH3L56 | |
Fund Size (Mil) 17/05/2024 | USD 299.84 | |
Share Class Size (Mil) 17/05/2024 | GBP 4.69 | |
Max Initial Charge | - | |
Ongoing Charge 17/02/2023 | 1.18% |
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) S 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 08/11/2013 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI North America NR USD | Morningstar US LM NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Jupiter Merian North American Equity Fund (IRL) S GBP Acc | 31/03/2024 |
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Top 5 Holdings | Sector | % |
Apple Inc | Technology | 6.02 |
Microsoft Corp | Technology | 4.77 |
NVIDIA Corp | Technology | 3.71 |
S&P500 Emini Jun 24 | 3.40 | |
Amazon.com Inc | Consumer Cyclical | 2.37 |
Increase Decrease New since last portfolio | ||
Jupiter Merian North American Equity Fund (IRL) S GBP Acc |