Jupiter Merian North Amer Eq I GBP Acc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History0.39%
  • 3 Year sharpe0.90
  • 3 Year alpha-2.46
  • Distribution Typeaccumulation
  • BenchmarkMSCI North America NR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.95%
  • IA SectorNorth America
  • Manager GroupJupiter
  • DomicileUnited Kingdom
  • ISINGB00B1XG9G04

Investment Strategy

To seek to achieve capital growth by delivering a return, net of fees, greater than that of the MSCI North America Index with net dividends reinvested over rolling 3 year periods. The fund primarily invests (at least 70%) in a diversified portfolio of North American equities. North American equities are those of companies that are domiciled, incorporated or listed in North America, or that conduct a significant part of their business in North America.

ii Super 60 selected

This Fund is a member of our ii Super 60 rated list

The fund’s trio of experienced managers, Ian Heslop, Amadeo Alentorn and Mike Servant, follow the money under a quantitative model – ascertaining what type of stocks other investors are buying and then buying the best ones in those categories.

The team assess companies against various criteria including stock price valuation, balance sheet quality, growth characteristics, efficient use of capital, analyst sentiment and supportive market trends. These characteristics are analysed to produce a single return forecast for each stock. They then build a diversified portfolio of around 200 mainly larger company shares expected to outperform in the current economic environment.

The team have proven their ability to perform well during several challenging periods for active managers, often characterised by sharp style rotations.

September 2020

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