Jupiter Merian North American Equity Fund (IRL) I USD Acc

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Performance History31/05/2024
Growth of 1,000 (GBP) Advanced Graph
Jupiter Merian North American Equity Fund (IRL) I USD Acc
Fund14.127.7-6.217.09.6
+/-Cat0.01.43.2-0.2-0.1
+/-B’mrk-2.70.63.6-2.1-1.4
 
Key Stats
NAV
25/06/2024
 USD 31.29
Day Change -
Morningstar Category™ US Large-Cap Blend Equity
ISIN IE00B42HQF39
Fund Size (Mil)
24/06/2024
 USD 278.22
Share Class Size (Mil)
24/06/2024
 USD 22.36
Max Initial Charge -
Ongoing Charge
08/07/2022
  0.89%
Morningstar Research
Analyst Report05/12/2023
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
People24
Parent23
Process24
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
Trailing Returns (GBP)25/06/2024
YTD-
3 Years Annualised-
5 Years Annualised-
10 Years Annualised-
12 Month Yield 0.00
Management
Manager Name
Start Date
Amadeo Alentorn
08/11/2013
Inception Date
24/04/2014
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
MSCI North America NR USDMorningstar US Large-Mid NR USD
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNo
GrowthYes
IncomeNo
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  Jupiter Merian North American Equity Fund (IRL) I USD Acc31/03/2024
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock100.280.00100.28
Bond0.000.000.00
Property0.000.000.00
Cash10.0910.37-0.28
Other0.000.000.00
Top 5 Regions%
United States95.82
Canada2.21
Latin America1.97
United Kingdom0.00
Eurozone0.00
Top 5 Sectors%
Technology30.49
Consumer Cyclical15.10
Communication Services12.33
Healthcare11.05
Industrials8.78
Top 5 HoldingsSector%
Apple IncTechnologyTechnology6.02
Microsoft CorpTechnologyTechnology4.77
NVIDIA CorpTechnologyTechnology3.71
S&P500 Emini Jun 243.40
Amazon.com IncConsumer CyclicalConsumer Cyclical2.37
Jupiter Merian North American Equity Fund (IRL) I USD Acc

Related

* This share class has performance data calculated prior to the inception date, 2014-04-24. This is based upon a simulated/extended track record, using the track record of Jupiter Merian NA Eq (IRL) L $ Acc (ISIN: IE0031385887), and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)
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