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

£3.2884

arrow-down£-0.014 (-0.42%)

Fund Code

OLNUA

BHBX880

GB00BHBX8800

Prices updated as at 17 Sep 2021
|
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.

Portfolio as of

Asset allocation

Show long & short position

Geographical breakdown

Continent or country allocation (%)

Stock style

Large value

0.00%

% Weight
Value
Core
Growth
Large

0

0

0

Medium

0

0

0

Small

0

0

0

Valuation

Jupiter Merian North American Equity Fund U1 GBP Acc
US Large-Cap Blend Equity

-

-
22.04

-

-
3.10

-

-
4.65

-

-
15.16

Growth rate

Jupiter Merian North American Equity Fund U1 GBP Acc
US Large-Cap Blend Equity

-

-
11.83%

-

-
1.43%

-

-
5.85%

Top 10 holdings

Assets in top 10 holdings %

0.00%

Total no. of equity holdings

-

Total no. of bond holdings

-

Stock sectors

Jupiter Merian North American Equity Fund U1 GBP Acc
US Large-Cap Blend Equity

0.00%

Basic materials

-
2.34%

Con cyclical

-
11.89%

Financial svs

-
14.79%

Real estate

-
2.72%

0.00%

Comm services

-
10.92%

Energy

-
2.02%

Industrials

-
8.66%

Technology

-
24.82%

0.00%

Con defensive

-
6.10%

Healthcare

-
13.72%

Utilities

-
2.02%

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.