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Jupiter Merian Global Equity R

Bestinvest LogoTargets long term capital growth from a diversified international portfolio.

PRICE (INC)

378.29p

PRICE (ACC)

378.29p

INITIAL CHARGE

0%

ANNUAL MANAGEMENT CHARGE

1%

ONGOING CHARGE

1%

YIELD

0.3%

1 YEAR
3.65%

Prices as at 10 Aug 2022.

We don’t currently provide commentary on this fund.

Past performance is not an indication of future performance.

Capital at risk.

The fund aims to achieve long term capital growth by investing in a diversified portfolio of global equities. Benchmarked against the MSCI World index, the fund focuses on large and mid sized companies and will not allocate capital to emerging markets. The investment strategy is based around a quantitative model which employs a blend of value, growth, momentum and quality. It is managed by the global quantitative team who have worked together since 2005.

Fund summary

SectorGlobal
StructureOEIC
LaunchedJanuary 2013
Size£483m
Yield0.3%
Charging BasisIncome
Dividends paidAcc units only

Charges

Standard Initial Charge0%
Initial Charge Via BestInvest0%
Additional Bid/Offer Spread0%
Annual Management Charge1%
Ongoing Charges Figure1%

Investment Process

This is a portfolio of predominantly large-cap stocks offering core exposure to the global equities sector. The fund aims to achieve long-term capital growth through a diversified portfolio of global companies and will typically hold around 500 securities. The investment strategy is based around a quantitative model which employs a blend of value, growth, momentum and quality. Factor exposures will vary over time depending on the prevailing market environment. Stock selection is driven by five factors including dynamic valuation, sustainable growth, analyst sentiment, company management and market dynamics. The investment process was enhanced post 2008 allowing the strategy to become more dynamic, such that prevailing market conditions / regime changes and outlook could be incorporated. The fund will typically not invest in emerging markets, REITs and IPOs. The fund is constrained at the sector level (+/-5%), whilst individual stock holdings may not exceed 0.5% on a relative basis. The fund is run on a team basis by Ian Heslop, Amadeo Alentorn and Mike Servent who have worked together since 2005.

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