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

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6.67 +0.03    +0.41%
20/12 - Closed. Currency in GBP
Type:  Fund
Market:  United Kingdom
Issuer:  Old Mutual Investment Management Limited
ISIN:  GB00B1XG9G04 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 789.66M
Old Mutual North American Equity Fund R GBP Acc 6.67 +0.03 +0.41%

0P0000W48V 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.
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Rating
1-Year Change27%
Prev. Close6.64
Risk Rating
TTM Yield0.12%
ROE33.74%
IssuerOld Mutual Investment Management Limited
TurnoverN/A
ROA16.12%
Inception DateApr 03, 2012
Total Assets789.66M
Expenses0.95%
Min. Investment1,000,000
Market Cap79.95B
CategoryUS Large - Cap Blend Equity
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Jupiter Merian North American Equity Fund I Gbp Acc Analysis


Performance

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Condition

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Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1286 1149 1357 1434 2081 4084
Fund Return 28.58% 14.86% 35.75% 12.76% 15.78% 15.11%
Place in category 383 34 162 220 288 149
% in Category 17 2 7 11 22 22

Top Equity Funds by Jupiter Unit Trust Managers Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  American Equity Fund P GBP Acc 7.44M 28.28 12.48 14.82
  American Equity Fund U2 GBP Acc 943.53M 28.75 12.93 15.28
  American Equity Fund A GBP Acc 48.21M 27.69 11.92 14.24
  American Equity Fund U1 GBP Acc 396.06M 12.52 10.34 14.62
  Balanced Portfolio A GBP Acc 1.1B 5.11 -0.65 3.39

Top Funds for US Large-Cap Blend Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Plus GBP Accumulation 16.7B 27.81 11.59 14.89
  Institutional Plus GBP Income 16.7B 27.81 11.58 14.88
  US Equity Index Acc 16.7B 7.37 13.11 14.79
  US Equity Index Inc 16.7B 7.37 13.11 14.79
  HSBC American Index Fund Accumulati 16.45B 27.12 12.01 15.27

Top Holdings

Name ISIN Weight % Last Change %
  NVIDIA US67066G1040 7.31 139.01 +3.20%
  Apple US0378331005 5.26 254.28 -0.08%
  Microsoft US5949181045 4.40 436.08 -0.12%
  Alphabet A US02079K3059 2.55 194.30 +1.51%
  Amazon.com US0231351067 2.20 225.98 +0.47%

Technical Summary

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