Jupiter Merian North American Equity Fund I USD IncRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | - | - | 17.1 | 9.5 | |
+/-Cat | - | - | - | -0.2 | 2.2 | |
+/-B’mrk | - | - | - | -2.1 | 1.7 | |
Category: US Large-Cap Blend Equity | ||||||
Category Benchmark: Morningstar US LM NR USD |
Key Stats | ||
NAV 16/05/2024 | USD 13.50 | |
Day Change | 1.04% | |
Morningstar Category™ | US Large-Cap Blend Equity | |
ISIN | IE00BYR8HW56 | |
Fund Size (Mil) 16/05/2024 | USD 302.36 | |
Share Class Size (Mil) 16/05/2024 | USD 0.00 | |
Max Initial Charge | - | |
Ongoing Charge 20/07/2022 | 0.89% |
Investment Objective: Jupiter Merian North American Equity Fund I USD Inc |
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 20/07/2022 |
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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 I USD Inc | 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 I USD Inc |