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Jupiter Merian World Equity Fund  |  Global--Equity--General
47.5100    -0.0700    (-0.147%)
NAV price (USD) Mon 13 Jul 2026 (change prev close)
  
780.3774    -3.8675    (-0.498%)
NAV price (ZAR) Mon 13 Jul 2026 (change prev close)
 
Snapshot
<i><b>  Performance</b></i><hr/>This gauge shows the decile position of the fund against 160 Rand-denominated Global--Equity--General funds over the last three years (needle right indicates above average performance)
Performance
<i><b>  Size</b></i><hr/>This gauge shows the size of the fund against all Rand-denominated retail funds (needle right indicates a large fund, needle left a small fund)
Size
<i><b>  Diversification</b></i><hr/>This gauge shows the level of diversification relative to other funds in the same second-tier (equity) category (needle right indicates a well-diversified fund)
Diversification
<i><b>  Risk</b></i><hr/>This gauge shows the fund's level of historical risk relative to other funds in the Global--Equity--General sector based on 3-year volatility (needle right indicates lower risk within the sector)
Risk
Fund Performance
  ZAR
  Base
3 Months 6 Months 1 Year 3 Years 5 Years
Trailing Returns
Period    Return %Growth of $1 000
chart
* Not annualised
Key Facts and Fund Objective
Key Facts
Formation Date 13 Sep 2000
Fund Size ($) 152 600 000
Latest Price 47.51
PlexCrowns (Senior)
PlexCrowns (Junior)
Total Expense Ratio-
Minimum Investment$10 000
TTM Distribution Yield -
Fund Objective
The Fund aims to achieve asset growth through investment in a well-diversified portfolio of securities of issuers worldwide. It is not proposed to concentrate investments in any one geographical region, industry or sector.
Asset Classes and Holdings
Asset Classes as at 31 Mar 2026
 SA Equities0.00%  
 Foreign Equities96.40%  
 SA Bonds0.00%  
 Foreign Bonds0.00%  
 SA Property0.00%  
 Foreign Property3.80%  
 SA Cash0.00%  
 Foreign Cash-0.20%  
Top Holdings
 
Holdings data for this fund is not available.
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13 Jul47.51-0.07-0.15% 
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