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Jupiter Merian North American Equity Fund P Gbp Acc (0P0000KPQJ)

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9.11 +0.17    +1.91%
22/11 - Delayed Data. Currency in GBP
Type:  Fund
Market:  United Kingdom
Issuer:  Old Mutual Investment Management Limited
ISIN:  GB00B1XG8M98 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 7.64M
Old Mutual North American Equity Fund P GBP Acc 9.11 +0.17 +1.91%

0P0000KPQJ Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Old Mutual North American Equity Fund P GBP Acc (0P0000KPQJ) fund. Our Old Mutual North American Equity Fund P GBP Acc portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Stocks 100.03 100.03 0.00

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 18.29 20.36
Price to Book 3.75 3.92
Price to Sales 2.00 2.65
Price to Cash Flow 12.64 14.28
Dividend Yield 1.45 1.57
5 Years Earnings Growth 16.98 12.12

Sector Allocation

Name  Net % Category Average
Technology 27.89 28.53
Communication Services 13.62 8.22
Financial Services 12.09 16.70
Industrials 10.71 8.60
Consumer Cyclical 10.66 10.05
Healthcare 10.48 12.80
Utilities 4.45 2.38
Consumer Defensive 3.53 5.61
Real Estate 2.70 2.40
Basic Materials 2.64 2.79
Energy 1.22 3.43

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Developed Markets

Top Holdings

Number of long holdings: 173

Number of short holdings: 1

Name ISIN Weight % Last Change %
  Apple US0378331005 6.56 229.87 +0.59%
  NVIDIA US67066G1040 6.55 141.95 -3.22%
  Microsoft US5949181045 4.64 417.00 +1.00%
  Alphabet A US02079K3059 2.75 164.76 -1.71%
  Amazon.com US0231351067 2.23 197.12 -0.64%
  Meta Platforms US30303M1027 1.93 559.14 -0.70%
  Netflix US64110L1061 1.64 897.79 +0.03%
  Alphabet C US02079K1079 1.55 166.57 -1.58%
  3M US88579Y1010 1.49 128.42 +0.86%
  Bank of America US0605051046 1.49 47.00 +1.16%

Top Equity Funds by Jupiter Unit Trust Managers Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  American Equity Fund R GBP Acc 830.04M 12.46 10.26 14.54
  American Equity Fund U1 GBP Acc 412.97M 12.52 10.34 14.62
  American Equity Fund U2 GBP Acc 1.01B 12.59 10.43 14.70
  American Equity Fund A GBP Acc 43.32M 6.85 12.91 14.28
  Balanced Portfolio A GBP Acc 1.13B 3.41 -1.41 3.46
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