Jupiter Merian Global Equity Fund E USD AccRegister to Unlock Ratings |
Performance History | 30/04/2021 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | - | - | 12.5 | 12.2 | |
+/-Cat | - | - | - | -1.8 | - | |
+/-B’mrk | - | - | - | 0.0 | - | |
Category: Global Flex-Cap Equity | ||||||
Category Benchmark: Morningstar Global All Cap ... |
Key Stats | ||
NAV 27/04/2021 | USD 1.41 | |
Day Change | 0.07% | |
Morningstar Category™ | Global Flex-Cap Equity | |
ISIN | GB00BHQS0N94 | |
Fund Size (Mil) 30/12/2022 | GBP 458.92 | |
Share Class Size (Mil) 27/04/2021 | USD 423.52 | |
Max Initial Charge | - | |
Ongoing Charge 31/10/2023 | 0.45% |
Investment Objective: Jupiter Merian Global Equity Fund E USD Acc |
To seek to achieve capital growth by delivering a return, net of fees, greater than that of the MSCI World Index with net dividends reinvested over rolling 3 year periods. The fund primarily invests (at least 70%) in a diversified portfolio of equities in developed markets globally. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Amadeo Alentorn 31/12/2004 | ||
Inception Date 25/04/2019 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI World NR GBP | Morningstar Global All Cap TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Jupiter Merian Global Equity Fund E USD Acc | 30/04/2024 |
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Top 5 Holdings | Sector | % |
Microsoft Corp | Technology | 3.74 |
Apple Inc | Technology | 3.39 |
NVIDIA Corp | Technology | 2.76 |
Amazon.com Inc | Consumer Cyclical | 1.90 |
Alphabet Inc Class C | Communication Services | 1.30 |
Increase Decrease New since last portfolio | ||
Jupiter Merian Global Equity Fund E USD Acc |