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Jupiter Merian World Equity Fund I Usd Acc (0P0000K0QN)

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29.517 -0.550    -1.83%
01:00:00 - Closed. Currency in USD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 237.94M
Type:  Fund
Market:  Ireland
Issuer:  Old Mutual Global Investors (UK) Limited
ISIN:  IE00B42HMS87 
Asset Class:  Equity
Old Mutual World Equity Fund I USD Acc 29.517 -0.550 -1.83%

0P0000K0QN Overview

 
Find basic information about the Jupiter Merian World Equity Fund I Usd 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 0P0000K0QN MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change24.74%
Prev. Close30.069
Risk Rating
TTM Yield0%
ROE29.78%
IssuerOld Mutual Global Investors (UK) Limited
TurnoverN/A
ROA12.68%
Inception DateMay 09, 2012
Total Assets237.94M
Expenses0.94%
Min. Investment1,000,000
Market Cap35.4B
CategoryGlobal Flex - Cap Equity
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1087 1087 1281 1305 1772 2608
Fund Return 8.7% 8.7% 28.07% 9.28% 12.12% 10.06%
Place in category 135 135 76 47 56 10
% in Category 14 14 7 6 7 2

Top Equity Funds by Jupiter Asset Management (Europe) Limited

  Name Rating Total Assets YTD% 3Y% 10Y%
  North American Equity Fund B USD Ac 294.29M 5.66 7.90 9.21
  North American Equity Fund C USD Ac 294.29M 5.57 7.37 8.97
  North American Equity Fund A USD Ac 294.29M 5.84 9.00 10.66
  North American Equity Fund I USD Ac 294.29M 10.14 9.90 11.96
  World Equity Fund A USD Acc 237.94M 4.18 8.47 8.67

Top Funds for Global Flex-Cap Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  IE00BH4GYB17 1.27B 3.49 21.39 -
  IE00BD6FTP73 909.62M -3.21 -3.05 -
  IE00BDB47662 909.62M -3.14 -2.26 -
  IE00BF2VV687 432.13M 8.47 1.85 -
  World Equity Fund C USD Acc 237.94M 3.91 6.85 6.95

Top Holdings

Name ISIN Weight % Last Change %
Apple Inc - 4.42 - -
Microsoft Corp - 3.89 - -
NVIDIA Corp - 2.87 - -
Amazon.com Inc - 1.87 - -
S&P500 Emini Jun 24 - 1.67 - -

Technical Summary

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