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Jupiter Merian US Equity Income I GBP

Bestinvest LogoFocused 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%

1 YEAR
4.24%

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
StructureOFFSHORE FUND
LaunchedJune 2013
Size£74m
Yield1.1%
Charging Basis
Dividends paid

Charges

Standard Initial Charge0%
Initial Charge Via BestInvest0%
Additional Bid/Offer Spread0%
Annual Management Charge0.75%
Ongoing Charges Figure0.88%

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