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Paramètres
Paramètres
Cotations dynamiques 
OFFON

MERIAN UK ALPHA (IRL) I EUR ACC

Cours en clôture. Cours en clôture Fonds - 03/12
10.72 EUR   +0.38%
 SynthèsePerformancesGraphiquesCommunautéCompositionCaractéristiques 
Partenaires
Stratégie du fonds géré par JUPITER ASSET MANAGEMENT (EUROPE) LIMITE
The objective of the fund is to seek to achieve capital appreciation. The fund seeks to achieve its objective through investment in a well-diversified portfolio of equities of predominantly UK issuers or of issuers established outside the UK which have a predominant proportion of their assets and/or business operations in the UK or securities listed on a UK exchange.
Performances du fonds : Jupiter UK Alpha Fund (IRL) I EUR Acc
Performances Historiques Glissantes au 03-12-2021
Début d'année 1 mois 3 mois 6 mois 1 an 3 ans Max
Fonds +17.56% -3.43% -2.82% -0.27% +20.77% +22.47% +7.17%
Catégorie 20.15% -1.82% -1.78% 2.7% 20.74% 21.83% -
Plus
Parts du fonds
Nom1er Jan3 ansNotationTailleFrais
Jupiter UK Alpha Fund (IRL) U1 GBP Acc16.99%22.86%7M GBP0.68%
Jupiter UK Alpha Fund (IRL) U1 USD Acc17.59%23.46%2M USD0.68%
Jupiter UK Alpha Fund (IRL) U2 GBP Acc17.07%23.14%5M GBP0.6%
Jupiter UK Alpha Fund (IRL) U2 USD Acc17.66%23.70%0M USD0.6%
Jupiter UK Alpha Fund (IRL) I GBP Acc16.92%22.53%1M GBP0.75%
Jupiter UK Alpha Fund (IRL) I USD Acc17.52%22.98%5M USD0.75%
Jupiter UK Alpha Fund (IRL) L GBP Acc16.12%19.83%0M GBP1.5%
Jupiter UK Alpha Fund (IRL) L USD Acc16.70%20.29%2M USD1.5%
Jupiter UK Alpha Fund (IRL) I EUR Acc17.56%22.47%0M EUR0.75%
Jupiter UK Alpha Fund (IRL) L EUR Acc16.75%19.84%7M EUR1.5%
Autres fonds de la catégorie: Actions Royaume-Uni Gdes Cap. Mixte
 Nom1er Jan3 ansNotationTaille
Amundi ETF MSCI UK21.03%15.68%NC32 M EUR
Amundi MSCI UK IMI SRI ETF DR EUR14.76%12.15%NC44 M EUR
Aviva Investors Britannia C16.63%21.87%NC4 M EUR
Aviva Investors Britannia D16.63%21.87%NC40 M EUR
Covéa Selection UK A0.00%0.00%NC0 M EUR
Covéa Selection UK I EUR0.00%0.00%NC81 M EUR
Invesco UK Equity E EUR Acc30.94%18.85%NC18 M EUR
IShares UK Index (IE) Flex Dis EUR17.74%14.36%NC29 M EUR
IShares UK Index (IE) Instl Acc EUR20.64%16.79%NC96 M EUR
Jupiter UK Alpha Fund (IRL) I EUR Acc17.56%22.47%NC0 M EUR
Plus de fonds




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Gestion
Société de gestion Jupiter Asset Management (Europe) Limite
Date de création 13-04-2015

Gérant Depuis
Richard Buxton 18-12-2013
Description
Notation Morningstar
PEA
NON
PEA PME
NON
Date de création 13-04-2015
Devise EUR
Structure Juridique Open Ended Investment Company
Catégorie Morningstar Actions Royaume-Uni Gdes Cap. Mixte
Zone d'investissement Royaume-Uni
Benchmark FTSE AllSh TR GBP 100%
Actifs nets de la part 0 M EUR au 30-11-2021
Fréquence des VL Quotidienne
Dépositaire et conservateur Citi Depositary Services Ireland Designa
Commisaire aux comptes KPMG
Volatilité au 30-11-2021
Ecart-type 3 ans 23.31%
Ratio de Sharpe 3 ans 0.44
Performance moyenne 3 ans 22.47%