Jupiter Merian North American Equity Fund

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Jupiter Merian North American Equity Fund U1 GBP Acc

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

£4.3377

arrow-up£0.026 (+0.59%)

Fund Code

OLNUA

BHBX880

GB00BHBX8800

Prices updated as at 28 Mar 2024
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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 Mar 2024, 21:03

Trailing returns (%) as of 28 Mar 2024, 21:03

Annual performance (%)

YearThis fundUS Large-Cap Blend Equity
31 Dec 13 - 31 Dec 14--
31 Dec 14 - 31 Dec 157.684.01
31 Dec 15 - 31 Dec 1636.8430.59
31 Dec 16 - 31 Dec 1712.439.74
31 Dec 17 - 31 Dec 18-3.83-1.43
31 Dec 18 - 31 Dec 1921.1423.42
31 Dec 19 - 31 Dec 2015.3914.10
31 Dec 20 - 31 Dec 2127.9026.27
31 Dec 21 - 31 Dec 22-6.40-9.43
31 Dec 22 - 31 Dec 2318.0117.23

Trailing returns (%)

YearThis fundUS Large-Cap Blend Equity
1 Day0.000.22
1 Month4.333.45
3 Months10.8610.73
6 Months19.7718.28
1 Year28.6828.07
3 Years annualised13.8912.90
5 Years annualised14.8514.37
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.