All funds

JupiterMerian World Equity Fund L (USD) Acc

Equity fund

1 year

Region

USA

Largest region

Medium

Risk

Cost

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.
    Read more

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

    05 Jun 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

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.

  • Future on S&P500
    7.1%
  • NVIDIA Corp
    4.9%
  • Apple Inc
    4.3%
  • Microsoft Corp
    3.3%
  • Amazon.com Inc
    2.1%
  • Euro Stoxx 50 Mar 25
    1.9%
  • Alphabet Inc Class A
    1.6%
  • Meta Platforms Inc Class A
    1.5%
  • Alphabet Inc Class C
    1.2%
  • Tesla Inc
    1.0%