JupiterMerian North American Equity Fund N (USD) AccRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 11.9 | 25.4 | -7.8 | 15.0 | 8.8 | |
+/-Cat | -2.2 | -0.8 | 1.6 | -2.2 | 1.5 | |
+/-B’mrk | -4.8 | -1.7 | 1.9 | -4.1 | 1.0 | |
Category: US Large-Cap Blend Equity | ||||||
Category Benchmark: Morningstar US LM NR USD |
Key Stats | ||
NAV 17/05/2024 | USD 16.71 | |
Day Change | -0.84% | |
Morningstar Category™ | US Large-Cap Blend Equity | |
ISIN | IE00BV54KB44 | |
Fund Size (Mil) 17/05/2024 | USD 299.84 | |
Share Class Size (Mil) 17/05/2024 | USD 5.42 | |
Max Initial Charge | 3.00% | |
Ongoing Charge 08/07/2022 | 2.66% |
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: JupiterMerian North American Equity Fund N (USD) 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 08/01/2018 |
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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 JupiterMerian North American Equity Fund N (USD) 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 | ||
JupiterMerian North American Equity Fund N (USD) Acc |