Jupiter Merian North American Equity Fund

Select share classes

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

£4.2379

arrow-up£0.018 (+0.43%)

Fund Code

OLNUA

BHBX880

GB00BHBX8800

Prices updated as at 26 Apr 2024
|
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.

Annual charges

Product charges
0.88
0.12
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Key Information Document / Technical Guide 16 Feb 2024pdf
Annual Reports 31 Oct 2023pdf
Annual Short Report 31 Oct 2023pdf
Interim Short Report 31 Jul 2023pdf
Interim Reports 30 Apr 2012pdf
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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.