Jupiter Merian Global Equity Fund L GBP AccRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 10.8 | 23.8 | -7.6 | 17.8 | 10.2 | |
+/-Cat | -3.5 | 8.8 | 2.2 | 8.3 | 4.3 | |
+/-B’mrk | -1.7 | 4.8 | 0.5 | 3.1 | 1.5 | |
Category: Global Flex-Cap Equity | ||||||
Category Benchmark: Morningstar Gbl All Cap TME... |
Key Stats | ||
NAV 25/04/2024 | GBP 6.63 | |
Day Change | -1.12% | |
Morningstar Category™ | Global Flex-Cap Equity | |
IA (formerly IMA) Sector | Global | |
ISIN | GB00B1XG7H70 | |
Fund Size (Mil) 30/12/2022 | GBP 458.92 | |
Share Class Size (Mil) 24/04/2024 | GBP 21.33 | |
Max Initial Charge | 4.00% | |
Ongoing Charge 16/02/2024 | 1.75% |
Investment Objective: Jupiter Merian Global Equity Fund L GBP 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 15/07/1998 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI World NR GBP | Morningstar Gbl All Cap TME NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Jupiter Merian Global Equity Fund L GBP Acc | 31/03/2024 |
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Top 5 Holdings | Sector | % |
Apple Inc | Technology | 4.37 |
Microsoft Corp | Technology | 3.91 |
NVIDIA Corp | Technology | 2.83 |
S&P500 Emini Jun 24 | 2.37 | |
Amazon.com Inc | Consumer Cyclical | 1.88 |
Increase Decrease New since last portfolio | ||
Jupiter Merian Global Equity Fund L GBP Acc |