Jupiter Merian North American Equity Fund L GBP AccRegister to Unlock Ratings |
Performance History | 31/10/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 14.5 | 26.9 | -7.2 | 17.0 | 19.0 | |
+/-Cat | 0.4 | 0.6 | 2.3 | -0.2 | 1.3 | |
+/-B’mrk | -2.3 | -0.2 | 2.6 | -2.1 | -0.5 | |
Category: US Large-Cap Blend Equity | ||||||
Category Benchmark: Morningstar US Large-Mid NR... |
Key Stats | ||
NAV 04/11/2024 | GBP 23.43 | |
Day Change | -0.37% | |
Morningstar Category™ | US Large-Cap Blend Equity | |
IA (formerly IMA) Sector | North America | |
ISIN | GB00B1XG7P54 | |
Fund Size (Mil) 30/09/2024 | GBP 2116.90 | |
Share Class Size (Mil) 04/11/2024 | GBP 41.89 | |
Max Initial Charge | 4.00% | |
Ongoing Charge 16/02/2024 | 1.70% |
Morningstar Research |
Analyst Report | 05/12/2023 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 I GBP clean share class retains its Morningstar Analyst Rating of Bronze. Ratings on... | |
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 L GBP Acc |
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 06/04/1985 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI North America NR GBP | Morningstar US Large-Mid NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Jupiter Merian North American Equity Fund L GBP Acc | 30/09/2024 |
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Top 5 Holdings | Sector | % |
Apple Inc | Technology | 6.56 |
NVIDIA Corp | Technology | 6.55 |
Microsoft Corp | Technology | 4.64 |
Alphabet Inc Class A | Communication Services | 2.75 |
Amazon.com Inc | Consumer Cyclical | 2.23 |
Increase Decrease New since last portfolio | ||
Jupiter Merian North American Equity Fund L GBP Acc |