Jupiter Merian North American Equity Fund L USD Inc header image

Jupiter Merian North American Equity Fund L USD Inc

Fund

ISIN IE00BYR8HM58 / Valor 28736794

NAV (2024-12-20)
USD 14.62-1.11%

Jupiter Merian North American Equity Fund L USD 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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