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
£4.2267
£-0.041 (-0.96%)
Fund Code
OLNUA
BHBX880
GB00BHBX8800
Prices updated as at 16 Apr 2024
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.
- Key stats
- Growth
- Fidelity insight
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
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.
