All funds

JupiterMerian World Equity Fund L (USD) Acc

Equity fund

1 year

Globe

USA

Largest region

Medium

Risk

Annual costs

Morningstar

 

Partial 

Sustainability

Development

Last 5 years
( ann.)

Description

  • Fondet har som målsetning å oppnå kapitalvekst ved å investere i en veldiversifisert portefølje bestående av verdipapirer fra utstedere over hele verden. Andeler som inkluderes i porteføljen skal være notert, handlet eller omsatt på et av de Regulerte Markeder over hele verden.
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Investment horizon

  • JupiterMerian World Equity Fund 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 date
    12 Sept 2000
  • ISIN
    IE0005263466

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

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 Corp
    5.1%
  • Microsoft Corp
    4.0%
  • Apple Inc
    3.3%
  • Amazon.com Inc
    2.1%
  • S&P500 Emini Sep 25
    1.7%
  • Meta Platforms Inc Class A
    1.4%
  • Broadcom Inc
    1.3%
  • Netflix Inc
    1.2%
  • Alphabet Inc Class C
    1.1%
  • Johnson & Johnson
    1.0%