Jupiter Merian North American Equity

Select share classes
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

£3.2258

arrow-up£0.005 (+0.14%)

Fund Code

OLNUA

BHBX880

GB00BHBX8800

Prices updated as at 22 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.

Morningstar RatingTM (relative to category)

3 - year
Morningstar returnAverage
Morningstar riskAbove Average
Morningstar rating
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5 - year
Morningstar returnAverage
Morningstar riskAbove Average
Morningstar rating
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Overall
Morningstar returnAverage
Morningstar riskAbove 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 Aug 2021

1 year3 years
7.56-2.54
0.760.99
0.34-0.58
78.2488.82
2.700.78
10.1316.71
5.515.60

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.