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Jupiter Merian Global Equity I Acc

Citicode
A3G4
Launch Date
09-01-2013
Fund Size
£531,365,639
Yield
0.40%
Ongoing Charge
1.00%
Fund Managers
Amadeo Alentorn
Benchmark: MSCI AC World
Investment
Jupiter Merian Global Equity I Acc
3 months
6 months
1 Year
3 years
5 years

Fund Objective

Objective: to seek to achieve capital growth by delivering a return, net of fees, greater than that of the MSCI World Index with net dividends reinvested over rolling 3 year periods. The Fund invests primarily (at least 70%) in company shares and similar investments in developed markets anywhere in the world. The Fund uses derivatives (i.e. financial contracts whose value is linked to the expected price movements of an underlying investment) with the aim of reducing the overall costs and/or risks of the Fund. The Fund is actively managed.Portfolio construction is driven by systematic analysis of companies against several distinct characteristics including stock price valuation, balance sheet quality, growth characteristics, efficient use of capital, analyst sentiment and supportive market trends to identify attractively priced investment opportunities. The Index is a representation of the markets in which the Fund primarily invests and as such is a point of reference against which the performance of the Fund may be measured.Although a large proportion of the Fund’s investments may be components of the Index, the Fund has the ability to deviate significantly from the Index.

Top 10 Holdings

Asset Class

Fund Manager

Amadeo Alentorn

Start Date

18-08-2008

Bio

Amadeo joined Old Mutual in 2005 and is a fund manager and head of research in the global equity team. Prior to joining Old Mutual, he developed simulation models for systemic and liquidity risk for the Financial Stability Group at the Bank of England, and worked as a software developer for CAD systems and for robotic applications. He holds a BEng in robotics from the University of Plymouth, an MSc in computer science, and a PhD in computational finance from the University of Essex. He is a CFA charterholder.

Data source:

All financial data is supplied by FE

Disclaimer:

Investors buying funds through Rosan Select are specifically buying without investment advice. The value of investments can fall as well as rise, and the investor may not get back the original amounts invested. If you have any doubt about whether a fund purchase meets your expectations or risk criteria, then you should contact invest@rosan-ifa.com our office to seek specific guidance.