Jupiter Merian North American Equity Fund I GBP Inc header image

Jupiter Merian North American Equity Fund I GBP Inc

Fund

ISIN IE00BYR8HN65 / Valor 28736798

NAV (2024-12-20)
GBP 14.24-0.37%

Jupiter Merian North American Equity Fund I GBP Inc
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General Objective

The objective of the fund is to seek long-term capital growth through the active management of a diversified portfolio primarily invested in North American stock markets, without concentrating investments in any one industry or sector.

Fund Exposure

The fund is exposed to a variety of asset classes, with a focus on North American stock markets. The top ten holdings include companies such as Nvidia Corp, Apple Inc, Microsoft Corp, and Alphabet Inc, among others. The fund aims to outperform the MSCI North America Index with net dividends reinvested over rolling 3-year periods.

Risks

Some of the risks associated with this fund include investment risk, REITs risk, geographic concentration risk in the US and Canadian markets, company shares (equities) risk, currency risk, and derivative risk. Investors should be aware that the value of investments and income may fluctuate, and they may not get back the amount originally invested. It is important to refer to the "Risk Factors" section of the prospectus for a more detailed explanation of the risks involved.

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Source

https://www.jupiteram.com/de/de/professional/product-page/jupiter-merian-north-american-equity-fund-irl-l-eur-acc/

Tags:
equities north america msci north america index

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OTHER SHARE CLASSES OF THIS FUND

Jupiter Merian North American Equity Fund (IRL) I USD Acc
Jupiter Merian North American Equity Fund (IRL) I USD Acc Jupiter Merian North American Equity Fund (IRL) I USD Acc Valor: 10289457
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Annual Return

-50%0%+50%

Risk level

110
-1.10%USD 34.08
JupiterMerian North American Equity Fund (IRL)I (EUR) Acc
JupiterMerian North American Equity Fund (IRL)I (EUR) Acc JupiterMerian North American Equity Fund (IRL)I (EUR) Acc Valor: 28736846
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Annual Return

-50%0%+50%

Risk level

110
-1.00%EUR 25.34
Jupiter Merian North American Equity Fund (IRL) U2 GBP Acc
Jupiter Merian North American Equity Fund (IRL) U2 GBP Acc Jupiter Merian North American Equity Fund (IRL) U2 GBP Acc Valor: 23746156
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.37%GBP 36.27
Jupiter Merian North American Equity Fund (IRL) C USD Acc
Jupiter Merian North American Equity Fund (IRL) C USD Acc Jupiter Merian North American Equity Fund (IRL) C USD Acc Valor: 1500536
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Annual Return

-50%0%+50%

Risk level

110
-1.11%USD 41.57
Jupiter Merian North American Equity Fund (IRL) B USD Acc
Jupiter Merian North American Equity Fund (IRL) B USD Acc Jupiter Merian North American Equity Fund (IRL) B USD Acc Valor: 1500535
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Annual Return

-50%0%+50%

Risk level

110
-1.11%USD 41.31
Jupiter Merian North American Equity Fund (IRL) L EUR Acc
Jupiter Merian North American Equity Fund (IRL) L EUR Acc Jupiter Merian North American Equity Fund (IRL) L EUR Acc Valor: 1921673
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.01%EUR 43.74
Jupiter Merian North American Equity Fund (IRL) P2 USD Acc
Jupiter Merian North American Equity Fund (IRL) P2 USD Acc Jupiter Merian North American Equity Fund (IRL) P2 USD Acc Valor: 38433770
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.15%USD 22.54
Jupiter Merian North American Equity Fund (IRL) I GBP Acc
Jupiter Merian North American Equity Fund (IRL) I GBP Acc Jupiter Merian North American Equity Fund (IRL) I GBP Acc Valor: 21613754
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.37%GBP 43.96
JupiterMerian North American Equity Fund N (USD) Acc
JupiterMerian North American Equity Fund N (USD) Acc JupiterMerian North American Equity Fund N (USD) Acc Valor: 26643834
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.11%USD 18.33
JupiterMerian North American Equity Fund (IRL)I (GBP) Hedged Acc
JupiterMerian North American Equity Fund (IRL)I (GBP) Hedged Acc JupiterMerian North American Equity Fund (IRL)I (GBP) Hedged Acc Valor: 28736800
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Annual Return

-50%0%+50%

Risk level

110
-1.13%GBP 24.49