Jupiter Merian North American Equity Fund (IRL) L USD Acc
Equity fund
1 year
USA
Largest region
Medium
Risk
Annual costs
Morningstar
Partial
Sustainability
Development
Last 5 years
( ann.)
Description
- Fondets målsetning er å oppnå kapitalvekst ved å investere i en veldiversifisert portefølje bestående av egenkapital- og egenkapitalrelaterte verdipapirer fra store og mellomstore utstedere som Porteføljeforvalteren mener har potensiale for inntjeningsvekst.
Investment horizon
- Jupiter Merian North American Equity Fund (IRL) L USD Acc is a Equity fund. This mutual fund type is suitable for those who plan to save for at least 6 years.
Characteristics
- Minimum amount
- Sharpe 3 years
- Price/NAV
10 Sept 2025
- Start date16 Apr 2002
- ISINIE0031385887
Risk
- Medium (4 of 7)
Morningstar rating
- The Morningstar Rating is an objective standard that tells us how well a fund has done compared to similar funds. If a fund performs better than other funds it is compared with, it receives a high rating. Correspondingly, a fund receives a low rating if it performs worse than similar funds.
Sustainability
- SustainabilityPartial
Annual cost
- Ongoing costs
Includes management fees of 1,50 %
- Platform fee
- Kickback fee
- Annual running costs
Other costs
- Performance-based fee
- Transaction costs
Costs for any currency exchanges are not included.
Allocation
- Stocks 100%Interest 0%
Portfolio
Shows the fund's largest investments.
- NVIDIA Corp6.8%
- Microsoft Corp5.1%
- Apple Inc4.9%
- Amazon.com Inc2.7%
- Netflix Inc2.4%
- Future on S&P 5002.0%
- Broadcom Inc1.8%
- Meta Platforms Inc Class A1.8%
- Visa Inc Class A1.6%
- Johnson & Johnson1.6%