Jupiter Merian North American Equity Fund (IRL) I USD AccRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 14.1 | 27.7 | -6.2 | 17.0 | 11.2 | |
+/-Cat | 0.0 | 1.4 | 3.2 | -0.2 | 0.2 | |
+/-B’mrk | -2.7 | 0.6 | 3.6 | -2.1 | -0.3 | |
Category: US Large-Cap Blend Equity | ||||||
Category Benchmark: Morningstar US LM NR USD |
Key Stats | ||
NAV 19/04/2024 | USD 29.09 | |
Day Change | -0.17% | |
Morningstar Category™ | US Large-Cap Blend Equity | |
ISIN | IE00B42HQF39 | |
Fund Size (Mil) 18/04/2024 | USD 295.60 | |
Share Class Size (Mil) 18/04/2024 | USD 27.56 | |
Max Initial Charge | - | |
Ongoing Charge 08/07/2022 | 0.89% |
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) I 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 24/04/2014 |
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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) I 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 | ||
Jupiter Merian North American Equity Fund (IRL) I USD Acc |