Breaking News
Get 55% Off 0
🏃 Grab this Black Friday offer early. Get up to 55% off InvestingPro now!
CLAIM SALE
Close

Jupiter Merian Global Equity Fund L Gbp Acc (0P00000L6I)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
7.57 +0.04    +0.58%
12/11 - Closed. Currency in GBP
Type:  Fund
Market:  United Kingdom
ISIN:  GB00B1XG7H70 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 20.8M
Old Mutual Global Equity Fund A GBP Acc 7.57 +0.04 +0.58%

0P00000L6I Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Old Mutual Global Equity Fund A GBP Acc (0P00000L6I) fund. Our Old Mutual Global Equity Fund A GBP Acc portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Name  Net %  Long %  Short %
Cash 2.60 2.60 0.00
Shares 96.82 96.82 0.00
Other 0.59 0.63 0.04

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 14.95 17.02
Price to Book 2.29 2.56
Price to Sales 1.10 1.86
Price to Cash Flow 8.82 11.19
Dividend Yield 1.93 2.19
5 Years Earnings Growth 16.16 12.94

Sector Allocation

Name  Net % Category Average
Technology 25.64 20.37
Industrials 13.64 16.72
Consumer Cyclical 12.00 11.07
Healthcare 10.76 13.87
Financial Services 10.04 13.04
Communication Services 8.90 6.45
Consumer Defensive 5.68 7.84
Utilities 3.79 3.92
Energy 3.72 6.73
Real Estate 3.37 4.43
Basic Materials 2.48 8.45

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Australasia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 310

Number of short holdings: 1

Name ISIN Weight % Last Change %
  Apple US0378331005 4.85 224.23 0.00%
  Microsoft US5949181045 3.90 423.03 +1.20%
  NVIDIA US67066G1040 3.13 148.29 +2.09%
  Amazon.com US0231351067 1.87 208.91 +1.00%
  Meta Platforms US30303M1027 1.81 584.82 +0.28%
  Alphabet A US02079K3059 1.64 181.62 +0.70%
  Visa A US92826C8394 1.32 309.85 -0.15%
  Novo Nordisk B DK0062498333 1.16 748.9 -3.23%
  Alphabet C US02079K1079 1.13 183.32 +0.74%
  ASML Holding NL0010273215 0.91 630.30 +0.48%

Top Equity Funds by Jupiter Unit Trust Managers Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  American Equity Fund P GBP Acc 7.47M 19.49 11.85 14.69
  American Equity Fund R GBP Acc 819.14M 12.46 10.26 14.54
  American Equity Fund U1 GBP Acc 401.87M 12.52 10.34 14.62
  American Equity Fund U2 GBP Acc 981.26M 12.59 10.43 14.70
  American Equity Fund A GBP Acc 44.31M 6.85 12.91 14.28
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P00000L6I Comments

Write your thoughts about Jupiter Merian Global Equity Fund L Gbp Acc
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email