Jupiter Merian North American Equity Fund (IRL) L USD Acc
Equity fund
1 year
USA
Largest region
High
Risk
Cost
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
05 Jun 2025
- Start date16 Apr 2002
- ISINIE0031385887
Risk
- High (5 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
Costs
- Ongoing costs
Includes management fees of 1,50 %
- Platform fee
- Kickback fee
- Annual running costs
- Performance-based fee
Any transaction costs to the manager are not included in the cost overview. These are stated under cost details on the summary page before you purchase the fund. Costs for any currency exchanges are not included.
Allocation
- Stocks 100%Interest 0%
Portfolio
Shows the fund's largest investments.
- NVIDIA Corp7.4%
- Apple Inc5.7%
- Microsoft Corp4.4%
- Amazon.com Inc2.6%
- Alphabet Inc Class A2.5%
- Meta Platforms Inc Class A2.4%
- Future on S&P5002.2%
- Netflix Inc2.1%
- Walmart Inc1.7%
- Alphabet Inc Class C1.7%