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Jupiter Merian World Equity Fund B Usd Acc (0P000013EG)

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42.083 +0.160    +0.39%
27/11 - Closed. Currency in USD
Type:  Fund
Market:  Ireland
Issuer:  Old Mutual Global Investors (UK) Limited
ISIN:  IE0031332822 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 368.31M
Old Mutual World Equity Fund B USD Acc 42.083 +0.160 +0.39%

0P000013EG Overview

 
Find basic information about the Jupiter Merian World Equity Fund B 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 0P000013EG MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change29.04%
Prev. Close41.919
Risk Rating
TTM Yield0%
ROE27.27%
IssuerOld Mutual Global Investors (UK) Limited
TurnoverN/A
ROA11.40%
Inception DateMar 06, 2002
Total Assets368.31M
Expenses2.70%
Min. Investment1,000
Market Cap29.09B
CategoryGlobal Flex - Cap Equity
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Jupiter Merian World Equity Fund B Usd Acc Analysis


Performance

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Condition

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Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1040 1108 1213 1238 1541 2020
Fund Return 4% 10.77% 21.32% 7.39% 9.04% 7.29%
Place in category 238 351 154 147 180 66
% in Category 24 28 15 15 22 15

Top Equity Funds by Jupiter Asset Management (Europe) Limited

  Name Rating Total Assets YTD% 3Y% 10Y%
  World Equity Fund I USD Acc 368.31M 18.51 8.65 10.71
  North American Equity Fund C USD Ac 282.43M 5.57 7.37 8.97
  North American Equity Fund A USD Ac 282.43M 5.84 9.00 10.66
  North American Equity Fund B USD Ac 282.43M 5.66 7.90 9.21
  North American Equity Fund I USD Ac 282.43M 21.33 9.39 12.07

Top Funds for Global Flex-Cap Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  IE00BH4GYB17 1.21B 13.50 4.85 8.68
  IE00BD6FTP73 997.75M -3.21 -3.05 -
  IE00BDB47662 997.75M -3.14 -2.26 -
  IE00BF2VV687 462.21M 12.18 -2.98 -
  World Equity Fund I USD Acc 368.31M 18.51 8.65 10.71

Top Holdings

Name ISIN Weight % Last Change %
  Apple US0378331005 4.25 234.93 -0.06%
  Microsoft US5949181045 3.64 422.99 -1.17%
S&P500 Emini Mar 24 - 3.28 - -
  NVIDIA US67066G1040 1.97 135.35 -1.15%
  Meta Platforms US30303M1027 1.87 569.20 -0.76%

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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