Jupiter Merian North American Equity

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

Jupiter Merian North American Equity Fund U1 GBP Acc

A Select 50 Fund - Fidelity insight
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

£3.2258

arrow-up£0.005 (+0.14%)

Fund Code

OLNUA

BHBX880

GB00BHBX8800

Prices updated as at 22 Sep 2021
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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.

Our view

Profile
Eugen Lazarenco
Research Analyst

The Merian North American Equity Fund seeks to achieve long term capital growth through the active management of a diversified portfolio invested primarily in North American stock markets. The fund is managed by Ian Heslop, Amadeo Alentorn and Mike Servent.

The fund’s managers use a quantitative-driven approach to investment. They marry mathematical modelling and computing power with swathes of data to generate insights into market behaviour.

The team ranks its universe of American and Canadian stocks on five criteria: valuation, momentum, analyst sentiment, the capability of company management, and the sustainability of growth.

Important Information

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