Jupiter Merian North American Equity Fund (IRL) U2 GBP Acc header image

Jupiter Merian North American Equity Fund (IRL) U2 GBP Acc

Fund

ISIN IE00BFWH3K40 / Valor 23746156

NAV (2024-10-22)
GBP 34.53+0.25%

Jupiter Merian North American Equity Fund (IRL) U2 GBP Acc
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General Objective

The fund aims to achieve long-term capital growth by primarily investing in shares of companies listed or located in the US and Canada.

Fund Exposure

The fund invests at least 70% in US and Canadian company shares and similar investments, with the possibility of up to 15% in Real Estate Investment Trusts (REITs). It uses derivatives to reduce costs and risks, and is actively managed based on systematic analysis of various company characteristics.

Risks

The fund carries risks such as investment risk, geographic concentration risk in the US and Canadian markets, company shares risk, REITs risk, currency risk due to exposure to other currencies, and derivative risk. Investors should be aware that there is no guarantee of achieving the fund's objective and may experience capital loss.

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Source

https://www.jupiteram.com/ch/en/individual/product-page/jupiter-merian-north-american-equity-fund-irl-c2-usd-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
-0.10%USD 33.67
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
0.08%EUR 24.03
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
-0.11%USD 41.22
Jupiter Merian North American Equity Fund (IRL) L USD Acc
Jupiter Merian North American Equity Fund (IRL) L USD Acc Jupiter Merian North American Equity Fund (IRL) L USD Acc Valor: 1500531
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.10%USD 58.57
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
-0.11%USD 18.16
Jupiter Merian North American Equity Fund L USD Inc
Jupiter Merian North American Equity Fund L USD Inc Jupiter Merian North American Equity Fund L USD Inc Valor: 28736794
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.10%USD 14.46
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
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.10%GBP 24.21
Jupiter Merian North American Equity Fund I GBP Inc
Jupiter Merian North American Equity Fund I GBP Inc Jupiter Merian North American Equity Fund I GBP Inc Valor: 28736798
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.25%GBP 13.56
Jupiter Merian North American Equity Fund (IRL) C2 USD Acc
Jupiter Merian North American Equity Fund (IRL) C2 USD Acc Jupiter Merian North American Equity Fund (IRL) C2 USD Acc Valor: 34959852
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.11%USD 22.05
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
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.11%USD 40.93