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Jupiter Merian North American Equity Fund U2 Gbp Acc (0P00011WEJ)

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4.71 -0.04    -0.87%
01/11 - Closed. Currency in GBP
  • Morningstar Rating:
  • Total Assets: 928.11M
Type:  Fund
Market:  United Kingdom
Issuer:  Old Mutual Investment Management Limited
ISIN:  GB00BHBX8917 
Asset Class:  Equity
Old Mutual North American Equity Fund U2 GBP Acc 4.71 -0.04 -0.87%

0P00011WEJ Overview

 
Find basic information about the Jupiter Merian North American Equity Fund U2 Gbp Acc mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P00011WEJ MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change30.69%
Prev. Close4.75
Risk Rating
TTM Yield0.29%
ROE33.10%
IssuerOld Mutual Investment Management Limited
TurnoverN/A
ROA15.86%
Inception DateFeb 17, 2014
Total Assets928.11M
Expenses0.80%
Min. Investment50,000,000
Market Cap87.17B
CategoryUS Large - Cap Blend Equity
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1126 986 1217 1347 1846 3940
Fund Return 12.59% -1.43% 21.72% 10.43% 13.05% 14.7%
Place in category 1486 1534 1183 704 547 165
% in Category 68 72 57 43 41 24

Top Equity Funds by Jupiter Unit Trust Managers Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  American Equity Fund P GBP Acc 7.09M 12.25 9.99 14.25
  American Equity Fund R GBP Acc 774.75M 12.46 10.26 14.54
  American Equity Fund U1 GBP Acc 384.2M 12.52 10.34 14.62
  American Equity Fund A GBP Acc 45.71M 6.85 12.91 14.28
  Balanced Portfolio A GBP Acc 1.15B 4.33 -1.11 3.54

Top Funds for US Large-Cap Blend Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  HSBC American Index Fund Accumulati 15.25B 14.92 11.03 15.02
  HSBC American Index Fund Income C 15.25B 14.91 11.02 15.01
  US Equity Index Acc 15.8B 7.37 13.11 14.79
  US Equity Index Inc 15.8B 7.37 13.11 14.79
  North American Equity Tracker Fundd 14.02B 14.41 10.25 14.60

Top Holdings

Name ISIN Weight % Last Change %
  Apple US0378331005 6.79 222.91 -1.33%
  NVIDIA US67066G1040 6.16 135.40 +1.99%
  Microsoft US5949181045 4.62 410.37 +0.99%
  Alphabet A US02079K3059 2.80 171.29 +0.11%
  Amazon.com US0231351067 2.10 197.93 +6.19%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators BUY Strong Buy Strong Buy
Summary Buy Strong Buy Strong Buy
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