Jupiter Merian North American Equity Fund

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Jupiter Merian North American Equity Fund U1 GBP Acc

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

£4.5931

arrow-up£0.09 (+1.99%)

Fund Code

OLNUA

BHBX880

GB00BHBX8800

Prices updated as at 12 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 North America Index with net dividends reinvested over rolling 3 year periods. The fund primarily invests (at least 70%) in a diversified portfolio of North American equities. North American equities are those of companies that are domiciled, incorporated or listed in North America, or that conduct a significant part of their business in North America.
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.

Morningstar RatingTM (relative to category)

3 - year
Morningstar returnAverage
Morningstar riskBelow Average
Morningstar rating
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5 - year
Morningstar returnAbove Average
Morningstar riskBelow Average
Morningstar rating
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10 - year
Morningstar returnAbove Average
Morningstar riskAbove Average
Morningstar rating
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Overall
Morningstar returnAbove Average
Morningstar riskAverage
Morningstar rating
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Potentially higher returns

Source: Fidelity (FIL Investment SVCS (UK) Ltd)



Important Information

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