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
£4.3377
£0.026 (+0.59%)
Fund Code
OLNUA
BHBX880
GB00BHBX8800
Prices updated as at 28 Mar 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
Growth of 1,000 as of 28 Mar 2024, 21:03
Trailing returns (%) as of 28 Mar 2024, 21:03
Annual performance (%)
Year | This fund | US Large-Cap Blend Equity |
---|---|---|
31 Dec 13 - 31 Dec 14 | - | - |
31 Dec 14 - 31 Dec 15 | 7.68 | 4.01 |
31 Dec 15 - 31 Dec 16 | 36.84 | 30.59 |
31 Dec 16 - 31 Dec 17 | 12.43 | 9.74 |
31 Dec 17 - 31 Dec 18 | -3.83 | -1.43 |
31 Dec 18 - 31 Dec 19 | 21.14 | 23.42 |
31 Dec 19 - 31 Dec 20 | 15.39 | 14.10 |
31 Dec 20 - 31 Dec 21 | 27.90 | 26.27 |
31 Dec 21 - 31 Dec 22 | -6.40 | -9.43 |
31 Dec 22 - 31 Dec 23 | 18.01 | 17.23 |
Trailing returns (%)
Year | This fund | US Large-Cap Blend Equity |
---|---|---|
1 Day | 0.00 | 0.22 |
1 Month | 4.33 | 3.45 |
3 Months | 10.86 | 10.73 |
6 Months | 19.77 | 18.28 |
1 Year | 28.68 | 28.07 |
3 Years annualised | 13.89 | 12.90 |
5 Years annualised | 14.85 | 14.37 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.