fund
Jupiter Merian US Equity Income I GBP
Focused portfolio. US Large cap value. Only a slight dividend yield premium over the S&P500.
PRICE (INC)
2289.93p
PRICE (ACC)
2252.18p
INITIAL CHARGE
0%
ANNUAL MANAGEMENT CHARGE
0.75%
ONGOING CHARGE
0.88%
YIELD
1.1%
Prices as at 16 Aug 2022.
We don’t currently provide commentary on this fund.
Past performance is not an indication of future performance.
Capital at risk.
Investing in a portfolio of primarily large capitalisation US stocks, the fund aims to achieve returns that are superior to the returns of its benchmarks over complete market cycles, while taking below-average risks. The fund seeks to achieve an attractive total return gained from the combination of dividend yield, growth of the dividend, and capital appreciation.
Fund summary
| Sector | |
|---|---|
| Structure | OFFSHORE FUND |
| Launched | June 2013 |
| Size | £74m |
| Yield | 1.1% |
| Charging Basis | |
| Dividends paid |
Charges
| Standard Initial Charge | 0% |
|---|---|
| Initial Charge Via BestInvest | 0% |
| Additional Bid/Offer Spread | 0% |
| Annual Management Charge | 0.75% |
| Ongoing Charges Figure | 0.88% |
Investment Process
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