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Jupiter Merian North Amer Eq I GBP Acc (0P0000W48V.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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579.09+1.90 (+0.33%)
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Jupiter Merian North Amer Eq I GBP Acc

70 Victoria Street

The Zig Zag Building

+44 20 3817 1000
Management information
,Lead manager since 1 December 2004
Amadeo joined Merian in 2005 and is a fund manager and head of research in the global equity team. Prior to joining the business he developed simulation models for systemic and liquidity risk for the Financial Stability Group at the Bank of England, and worked as a software developer for CAD systems and for robotic applications. He holds a BEng in robotics from the University of Plymouth, an MSc in computer science, and a PhD in computational finance from the University of Essex. He is a CFA charterholder.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryN/A
Fund familyJupiter Unit Trust Managers Ltd
Net assets2B
YTD return11.59%
Yield0.17%
Morningstar rating★★★★
Inception date10 Mar 2023

Fund operations

Last dividendN/A
Last cap gainN/A
Holdings turnover301.00%
Average for categoryN/A

Fees and expenses

Expense0P0000W48V.LCategory average
Annual report expense ratio (net)0.00%N/A
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A