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Jupiter Merian North American Equity Fund I Gbp Acc (0P0000W48V)

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6.70 +0.01    +0.21%
21/11 - Delayed Data. Currency in GBP
Type:  Fund
Market:  United Kingdom
Issuer:  Old Mutual Investment Management Limited
ISIN:  GB00B1XG9G04 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 816.7M
Old Mutual North American Equity Fund R GBP Acc 6.70 +0.01 +0.21%

Jupiter Merian North American Equity Fund I Gbp Acc Overview

 
Find basic information about the Jupiter Merian North American Equity Fund I 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 0P0000W48V MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: GB00B1XG9G04)
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Rating
1-Year Change33.35%
Prev. Close6.68
Risk Rating
TTM Yield0.17%
ROE33.10%
IssuerOld Mutual Investment Management Limited
TurnoverN/A
ROA15.86%
Inception DateApr 03, 2012
Total Assets816.7M
Expenses0.95%
Min. Investment1,000,000
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 1125 985 1215 1341 1833 3886
Fund Return 12.46% -1.47% 21.54% 10.26% 12.88% 14.54%
Place in category 1507 1564 1217 752 604 208
% in Category 68 73 58 44 44 28

Top Equity Funds by Jupiter Unit Trust Managers Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  American Equity Fund P GBP Acc 7.5M 19.49 11.85 14.69
  American Equity Fund U1 GBP Acc 405.37M 12.52 10.34 14.62
  American Equity Fund U2 GBP Acc 988.43M 12.59 10.43 14.70
  American Equity Fund A GBP Acc 43.56M 6.85 12.91 14.28
  Balanced Portfolio A GBP Acc 1.13B 3.41 -1.41 3.46

Top Funds for US Large-Cap Blend Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  HSBC American Index Fund Accumulati 16.54B 14.92 11.03 15.02
  HSBC American Index Fund Income C 16.54B 14.91 11.02 15.01
  GB00BPFJD412 14.74B 19.19 10.63 14.76
  North American Equity Tracker Fundd 14.74B 19.19 10.64 14.76
  North American Equity Tracker Fundx 14.74B 19.24 10.70 14.83

Top Holdings

Name ISIN Weight % Last Change %
  Apple US0378331005 6.79 228.52 -0.21%
  NVIDIA US67066G1040 6.16 146.67 +0.53%
  Microsoft US5949181045 4.62 412.87 -0.43%
  Alphabet A US02079K3059 2.80 167.63 -4.74%
  Amazon.com US0231351067 2.10 198.38 -2.22%

Technical Summary

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