LSE - Delayed Quote • GBp
Jupiter Merian North American Equity Fund (0P00011WEJ.L)
As of April 24 at 9:00 PM GMT+1. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 9.65% |
| 5y Average Return | 13.40% |
| Number of Years Up | 7 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Apr 24, 2024) | 36.94% |
| Worst 1Y Total Return (Apr 24, 2024) | -- |
| Best 3Y Total Return | 36.94% |
| Worst 3Y Total Return | 9.49% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P00011WEJ.L
Category
- YTD
- 11.63%
- 0.00%
- 1-Month
- 4.31%
- 0.00%
- 3-Month
- 11.63%
- 0.00%
- 1-Year
- 28.26%
- 0.00%
- 3-Year
- 13.66%
- 0.00%
- 5-Year
- 14.81%
- 0.00%
- 10-Year
- 15.82%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P00011WEJ.L
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 11.63% | -- | -- | -- |
| 2023 | 2.79% | 5.02% | 1.20% | 8.12% |
| 2022 | -0.60% | -7.35% | 3.67% | -1.88% |
| 2021 | 7.65% | 7.00% | 2.78% | 8.10% |
| 2020 | -14.11% | 20.62% | 2.47% | 8.83% |
| 2019 | 10.96% | 5.14% | 3.64% | 0.25% |
| 2018 | -5.35% | 11.85% | 6.41% | -14.57% |
| 2017 | 5.30% | -1.60% | 2.32% | 6.13% |
| 2016 | 3.20% | 6.85% | 10.14% | 12.76% |
| 2015 | 8.62% | -6.64% | -5.23% | 12.14% |
| 2014 | 3.20% | 7.74% | 10.47% | -- |
Rank in Category (By Total Return)
| YTD | 29 |
| 1-Month | 11 |
| 3-Month | 29 |
| 1-Year | 25 |
| 3-Year | 34 |
| 5-Year | 41 |
Load Adjusted Returns
| 1-Year | 28.26% |
| 3-Year | 13.66% |
| 5-Year | 14.81% |
| 10-Year | 15.82% |
Performance & Risk
| YTD Return | 9.65% |
| 5y Average Return | 13.40% |
| Rank in Category (ytd) | 29 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.84 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | Jupiter Unit Trust Managers Ltd |
| Net Assets | 2B |
| YTD Return | 11.63% |
| Yield | 0.29% |
| Morningstar Rating | |
| Inception Date | Mar 10, 2023 |
Fund Summary
Fund Summary Information Not Available
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