Jupiter Merian Asia Pacific Fund

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There is only one type of share class for this fund.

Jupiter Merian Asia Pacific Fund U1 GBP Acc

Category Asia-Pacific ex-Japan Equity


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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£2.5669

arrow-up£0.015 (+0.57%)

Fund Code

OLAUA

BHBX7M7

GB00BHBX7M74

Prices updated as at 28 Mar 2024
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Prices in GBP

Investment objective
To seek to achieve capital growth by delivering a return, net of fees, greater than that of the MSCI AC Asia Pacific ex-Japan Index with net dividends reinvested over rolling 3 year periods. The fund primarily invests (at least 70%) in a diversified portfolio of equities in developed and emerging markets in the Asia Pacific region, excluding Japan. Such equities are those of companies that are domiciled, incorporated or listed in the Asia Pacific region (excluding Japan), or that conduct a significant part of their business in those markets.

Our view

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This Merian Asia Pacific Fund aims to achieve long term capital growth through the active management of a diversified portfolio of securities. It is managed by Ian Heslop, Amadeo Alentorn and Mike Servent.

Heslop and his team apply a quantitative-driven investment process to make investment decisions based on objective criteria, freeing their strategy from the behavioural biases which plague human reasoning. They employ the same core strategy across four funds, including the Merian North American Equity Fund.

The managers believe that in general, there are more ‘inefficiencies’ to be exploited in the Asia Pacific region compared to the other markets in which they invest.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.