Jupiter Merian North American Equity Fund U2 GBP AccRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 15.5 | 28.0 | -6.3 | 18.1 | 9.8 | |
+/-Cat | 1.4 | 1.7 | 3.1 | 0.9 | 2.5 | |
+/-B’mrk | -1.2 | 0.9 | 3.5 | -1.0 | 2.0 | |
Category: US Large-Cap Blend Equity | ||||||
Category Benchmark: Morningstar US LM NR USD |
Key Stats | ||
NAV 17/05/2024 | GBP 4.45 | |
Day Change | -0.53% | |
Morningstar Category™ | US Large-Cap Blend Equity | |
IA (formerly IMA) Sector | North America | |
ISIN | GB00BHBX8917 | |
Fund Size (Mil) 30/12/2022 | GBP 1361.47 | |
Share Class Size (Mil) 17/05/2024 | GBP 732.00 | |
Max Initial Charge | - | |
Ongoing Charge 16/02/2024 | 0.80% |
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 I GBP clean share class retains its Morningstar Analyst Rating of Bronze. Ratings on... | |
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 U2 GBP Acc |
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 17/02/2014 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI North America NR GBP | Morningstar US LM NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Jupiter Merian North American Equity Fund U2 GBP Acc | 30/04/2024 |
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Top 5 Holdings | Sector | % |
Microsoft Corp | Technology | 4.51 |
Apple Inc | Technology | 4.31 |
NVIDIA Corp | Technology | 3.51 |
Amazon.com Inc | Consumer Cyclical | 2.14 |
Visa Inc Class A | Financial Services | 2.06 |
Increase Decrease New since last portfolio | ||
Jupiter Merian North American Equity Fund U2 GBP Acc |