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

£4.1924

arrow-up£0.002 (+0.04%)

Fund Code

OLNUA

BHBX880

GB00BHBX8800

Prices updated as at 19 Apr 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.
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.

Morningstar RatingTM (relative to category)

3 - year
Morningstar returnAverage
Morningstar riskBelow Average
Morningstar rating
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5 - year
Morningstar returnAverage
Morningstar riskBelow Average
Morningstar rating
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Overall
Morningstar returnAverage
Morningstar riskBelow Average
Morningstar rating
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Potentially lower returns
Potentially higher returns

Source: Fidelity (FIL Investment SVCS (UK) Ltd)

Risk measures as of 31 Mar 2024

Ratios
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1 year3 years
1.212.21
0.990.81
0.230.03
76.0875.37
2.090.91
9.8112.23
4.806.56

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.