Jupiter Merian Global Equity Fund

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

Jupiter Merian Global Equity Fund I GBP Acc

Category Global Flex-Cap Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£5.4336

arrow-up£0.038 (+0.70%)

Fund Code

OLERI

B1XG982

GB00B1XG9821

Prices updated as at 20 May 2025
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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 World 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 markets globally.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Annual performance (%)

YearThis fundGlobal Flex-Cap Equity
31 Mar 14 - 31 Mar 1524.0310.34
31 Mar 15 - 31 Mar 161.05-1.60
31 Mar 16 - 31 Mar 1737.3528.10
31 Mar 17 - 31 Mar 183.352.77
31 Mar 18 - 31 Mar 197.972.23
31 Mar 19 - 31 Mar 20-9.40-13.21
31 Mar 20 - 31 Mar 2142.2446.28
31 Mar 21 - 31 Mar 2214.285.34
31 Mar 22 - 31 Mar 23-1.49-2.68
31 Mar 23 - 31 Mar 2426.6212.22
31 Mar 24 - 31 Mar 256.16-0.79

Trailing returns (%)

YearThis fundGlobal Flex-Cap Equity
1 Day0.700.43
1 Month12.629.64
3 Months-3.87-3.86
6 Months1.210.40
1 Year12.071.63
3 Years annualised14.856.70
5 Years annualised15.449.02
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.


Important Information

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