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

£3.2776

arrow-up£0.003 (+0.09%)

Fund Code

OLNUA

BHBX880

GB00BHBX8800

Prices updated as at 27 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.

Growth of £1,000 as of 28 Sep 2021, 14:09

Trailing returns (%) as of 28 Sep 2021, 14:09

Annual performance (%)

YearThis fundUS Large-Cap Blend Equity
30 Jun 10 - 30 Jun 11--
30 Jun 11 - 30 Jun 12--
30 Jun 12 - 30 Jun 13--
30 Jun 13 - 30 Jun 14--
30 Jun 14 - 30 Jun 1520.6213.77
30 Jun 15 - 30 Jun 1617.0816.24
30 Jun 16 - 30 Jun 1728.5820.74
30 Jun 17 - 30 Jun 1814.8410.37
30 Jun 18 - 30 Jun 196.0011.39
30 Jun 19 - 30 Jun 207.547.89
30 Jun 20 - 30 Jun 2128.3625.12

Trailing returns (%)

YearThis fundUS Large-Cap Blend Equity
1 Day0.09-0.21
1 Month-0.81-0.84
3 Months4.455.26
6 Months12.2913.21
1 Year32.3227.04
3 Years annualised12.8613.82
5 Years annualised15.3114.63
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) 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.