Jupiter Merian North American Equity Fund (IRL) I USD AccRegister to Unlock Ratings |
Performance History | 31/01/2025 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 27.7 | -6.2 | 17.0 | 26.9 | 4.2 |
![]() | +/-Cat | 1.4 | 3.2 | -0.2 | 3.7 | 0.3 |
![]() | +/-B’mrk | 0.6 | 3.6 | -2.1 | 0.1 | 0.3 |
Category: US Large-Cap Blend Equity | ||||||
Category Benchmark: Morningstar US Large-Mid NR... |
Key Stats | ||
NAV 10/02/2025 | USD 35.52 | |
Day Change | -0.47% | |
Morningstar Category™ | US Large-Cap Blend Equity | |
ISIN | IE00B42HQF39 | |
Fund Size (Mil) 10/02/2025 | USD 288.80 | |
Share Class Size (Mil) 10/02/2025 | USD 19.60 | |
Max Initial Charge | - | |
Ongoing Charge 16/02/2024 | 0.90% |
Morningstar Research |
Analyst Report | 18/12/2024 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 Large-Mid NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Jupiter Merian North American Equity Fund (IRL) I USD Acc | 31/12/2024 |
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Top 5 Holdings | Sector | % |
![]() | ![]() | 7.37 |
![]() | ![]() | 5.71 |
![]() | ![]() | 4.41 |
![]() | ![]() | 2.56 |
![]() | ![]() | 2.47 |
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Jupiter Merian North American Equity Fund (IRL) I USD Acc |