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Jupiter Merian North American Equity Fund P Gbp Acc (0P0000KPQJ)

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8.94 +0.02    +0.21%
21/11 - Delayed Data. Currency in GBP
  • Morningstar Rating:
  • Total Assets: 7.5M
Type:  Fund
Market:  United Kingdom
Issuer:  Old Mutual Investment Management Limited
ISIN:  GB00B1XG8M98 
Asset Class:  Equity
Old Mutual North American Equity Fund P GBP Acc 8.94 +0.02 +0.21%

0P0000KPQJ Overview

 
On this page you'll find an in-depth profile of Jupiter Merian North American Equity Fund P Gbp Acc. Learn about the key management, total assets, investment strategy and contact information of 0P0000KPQJ among other information.
Category

US Large-Cap Blend Equity

Total Assets

7.5M

Expenses

1.20%

Inception Date

Jul 01, 2008

Investment Strategy

To seek to achieve capital growth by delivering a return, net of fees, greater than that of the MSCI North America Index with net dividends reinvested over rolling 3 year periods. The fund primarily invests (at least 70%) in a diversified portfolio of North American equities. North American equities are those of companies that are domiciled, incorporated or listed in North America, or that conduct a significant part of their business in North America.

Contact Information

Address 70 Victoria Street
London,London SW1E 6SQ
United Kingdom
Phone +44 20 3817 1000
Fax +44 20 3817 1820

Top Executives

Name Title Since Until
Amadeo Alentorn - 2004 Now
Biography Amadeo joined Merian in 2005 and is a fund manager and head of research in the global equity team. Prior to joining the business he developed simulation models for systemic and liquidity risk for the Financial Stability Group at the Bank of England, and worked as a software developer for CAD systems and for robotic applications. He holds a BEng in robotics from the University of Plymouth, an MSc in computer science, and a PhD in computational finance from the University of Essex. He is a CFA charterholder.
Ian Heslop Head 2004 2022
Biography Ian joined Merian in 2000 and is head of global equities. He manages a range of hedge and retail funds and segregated mandates, including market neutral and long only funds. Ian boasts more than 20 years of investment experience and the team has won numerous awards for its funds. Prior to joining the business, Ian was a UK quantitative fund manager at Barclays Global Investors. He holds an MA in chemistry from the University of Oxford and a PhD in medicinal chemistry, University of Edinburgh. He is an associate of the Society of Investment Professionals.
Mike Servent - 2004 2020
Biography Mike joined Merian in 2004 and co-manages a range of funds within the global equity team. He joined from Barra International where he was a senior consultant specialising in the implementation of multi asset-class risk systems. Prior to this he spent five years with COR Risk Solutions, which developed the optimisation, back-testing and modelling software currently used by the global equity team. Mike has an MA in physics from the University of Oxford.
Management Team - 1985 2004
Biography Team Managed
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