Jupiter Merian North American Equity Fund J GBP IncRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | - | - | - | 9.6 | |
+/-Cat | - | - | - | - | 1.6 | |
+/-B’mrk | - | - | - | - | 1.8 | |
Category: US Large-Cap Blend Equity | ||||||
Category Benchmark: Morningstar US LM NR USD |
Key Stats | ||
NAV 03/05/2024 | GBP 1.24 | |
Day Change | 1.26% | |
Morningstar Category™ | US Large-Cap Blend Equity | |
IA (formerly IMA) Sector | North America | |
ISIN | GB00BMWRV989 | |
Fund Size (Mil) 30/12/2022 | GBP 1361.47 | |
Share Class Size (Mil) 03/05/2024 | GBP 1.91 | |
Max Initial Charge | - | |
Ongoing Charge 16/02/2024 | 1.30% |
Investment Objective: Jupiter Merian North American Equity Fund J GBP Inc |
To seek to achieve capital growth by delivering a return, net of fees, greater than that of the MSCI North America Index with net dividends reinvested over rolling 3 year periods. The fund primarily invests (at least 70%) in a diversified portfolio of North American equities. North American equities are those of companies that are domiciled, incorporated or listed in North America, or that conduct a significant part of their business in North America. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Amadeo Alentorn 01/12/2004 | ||
Inception Date 10/03/2023 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI North America NR GBP | Morningstar US LM NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Jupiter Merian North American Equity Fund J GBP Inc | 31/03/2024 |
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Top 5 Holdings | Sector | % |
Apple Inc | Technology | 6.29 |
Microsoft Corp | Technology | 4.68 |
NVIDIA Corp | Technology | 3.62 |
S&P500 Emini Jun 24 | 2.58 | |
Meta Platforms Inc Class A | Communication Services | 2.52 |
Increase Decrease New since last portfolio | ||
Jupiter Merian North American Equity Fund J GBP Inc |