Posted inHead To Head

HEAD-TO-HEAD: Jupiter versus Neuberger Berman

FSA compares two US equity products: The Jupiter Merian North American Equity Fund and the Neuberger Berman US Multi Cap Opportunities Fund.
by Francis Nikolai Acosta

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CONCLUSION

Both the Jupiter Merian and NB funds are highly rated by Morningstar. The Jupiter Merian offering receives a four-star rating and an analyst rating of Bronze, while the NB fund receives three stars and also a Bronze analyst rating.

Poole believes that both funds are good offerings, given that both are supported by an experienced team and have been consistent with their performance. However, he has a slight preference towards the NB fund, in which Oreana is invested in.

“We invest in the NB fund because it’s a core North American US equity fund that gives you access not just to the larger companies but across the market-cap spectrum. We are certainly happy with its performance over time.

“That said, I think the Jupiter Merian offering has proven time and time again that it is a great quant fund, and is something that does protect on the downside and has generated consistently good returns.”

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