Jupiter Merian North American Equity Fund U1 GBP Acc

Category US Large-Cap Blend Equity

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

Last buy/sell price

£5.4102

arrow-up£0.034 (+0.62%)

Fund Code

OLNUA

BHBX880

GB00BHBX8800

Prices updated as at 17 Dec 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 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.

Our view

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

Investment values, and income from investments, can go down as well as up, so you may get back less than you invest. This is not a personal recommendation for a specific investment. If you're not sure which investments are suitable for you, consult Fidelity's advisers or another authorised financial adviser. The information contained herein: is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

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