JUPITER MERIAN GLOBAL EQUITY ABSOLUTE RETURN I HGD GBP
ANNUAL MANAGEMENT CHARGE
Prices as at 29 Nov 2023.
We don’t currently provide commentary on this fund.
Past performance is not an indication of future performance.
Capital at risk.
|Sector||Targeted Absolute Return|
|Dividends paid||Accumulation units only|
|Standard Initial Charge||0%|
|Initial Charge Via BestInvest||0%|
|Additional Bid/Offer Spread||0%|
|Annual Management Charge||0.75%|
|Ongoing Charges Figure||0.82%|
The fully systematic, quant-driven investment process draws on five distinct strategies that span different styles: value, growth, momentum, analyst sentiment and company management. The strategies are combined to produce a single return forecast for every stock in the universe of 3,500 global equities. The weighting given to each strategy is based on not only its historical performance, but also the current macroeconomic environment. Weightings are therefore dynamic, tilting the portfolio towards the strategies that are likely to be most effective at the time. The stock return forecasts are then used in an optimisation process to construct the most efficient portfolio. The fund is rebalanced weekly. The fund uses basket trades where possible to minimise commissions. Turnover for the fund is typically 600% to 800% pa.
The information on this website is not intended to be advice or a recommendation to buy, sell or hold any investment mentioned. The value of investments and the income from them can go down as well as up and you may not get back the amount invested.
Past performance is not a guide to future performance. View full risk warning