Jupiter Merian World Equity Fund

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Jupiter Merian World Equity Fund

Jupiter Merian World Equity Fund

Merian Global Investors
	Jupiter Merian World Equity Fund
		Regional Portfolio Structure(Semi-Annual Comparison)
		Sectorial Portfolio Structure(Semi-Annual Comparison)

Price

Ranking

Sector:	Global-Equity-General
Size:	(USD) 495 000 000

Sector Rank:	9 out of 153
(lump sum over 3 years to 31 Jul 2025)

Overall Rank:	22 out of 492
(lump sum over 3 years to 31 Jul 2025)

R20000 invested on 31 Jul 2022 was worth R36 333 at 31 Jul 2025
(22.02% annual compound return)

R5000 per month since 31 Jul 2022 was worth R250 590 at 31 Jul 2025
(20.62% annual return compounded monthly)

Please note that offshore fund performance figures are calculated from NAV prices (ie, equivalent to sell-to-sell) and therefore not directly comparable to domestic fund performance figures on this site.

Management
Dr Ian Heslop, BA (Chemistry), PhD (Medicinal Chemistry)

Amadeo Alentorn, BEng (Robotics), MSc (Computer Science), PhD (Computational Finance), CFA

Mike Servent, MA (Physics)

Focus and 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.

Technical Overview
Benchmark:	MSCI World Index with net dividends re-invested
Base currency:	USD	Formation date:	13 Sep 2000
Domicile	Ireland	Minimum lump sum:	$10 000

Top holdings on 31 Mar 2025

Share (Sector)	Value (USD)	% of fund
AAPL.US ()	21 780 000	4.40%
NVIDIA (Technology)	18 810 000	3.80%
MSFT.US ()	16 335 000	3.30%
AMAZON.COM (Technology)	9 405 000	1.90%
ALPHABETINCA (Cyclical Goods & Services)	7 920 000	1.60%
METAPLATFORMS (Technology)	5 940 000	1.20%
ALPHABETINCC (Cyclical Goods & Services)	5 445 000	1.10%
NFLX.US ()	4 950 000	1.00%
WMT.US ()	4 455 000	0.90%
MERCK&CO (Healthcare)	3 960 000	0.80%
TOTALS	99 000 000	20.00%