Jupiter Merian Asia Pacific Fund U1 GBP Acc

Category Asia-Pacific ex-Japan Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

£2.7884

arrow-up£0.048 (+1.74%)

Fund Code

OLAUA

BHBX7M7

GB00BHBX7M74

Prices updated as at 02 May 2025

Prices in GBP

Investment objective

To seek to achieve capital growth by delivering a return, net of fees, greater than that of the MSCI AC Asia Pacific ex-Japan 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 and emerging markets in the Asia Pacific region, excluding Japan. Such equities are those of companies that are domiciled, incorporated or listed in the Asia Pacific region (excluding Japan), or that conduct a significant part of their business in those markets.

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.

Our view

This Merian Asia Pacific Fund aims to achieve long term capital growth through the active management of a diversified portfolio of securities. It is managed by Ian Heslop, Amadeo Alentorn and Mike Servent.

Heslop and his team apply a quantitative-driven investment process to make investment decisions based on objective criteria, freeing their strategy from the behavioural biases which plague human reasoning. They employ the same core strategy across four funds, including the Merian North American Equity Fund.

The managers believe that in general, there are more ‘inefficiencies’ to be exploited in the Asia Pacific region compared to the other markets in which they invest.

Important Information

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