Jupiter Merian North American Equity Fund U1 GBP Acc
Category US Large-Cap Blend Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£4.1924
£0.002 (+0.04%)
Fund Code
OLNUA
BHBX880
GB00BHBX8800
Prices updated as at 19 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.
- Key stats
- Growth
- Fidelity insight
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Company name
Jupiter Unit Trust Managers Ltd
Fund launch date
10 Mar 2023
Domicile
United Kingdom
UCITS
Yes
Lead manager
Amadeo Alentorn
Lead manager start date
01 Dec 2004
Lead fund manager biography
Amadeo joined Merian in 2005 and is a fund manager and head of research in the global equity team. Prior to joining the business he developed simulation models for systemic and liquidity risk for the Financial Stability Group at the Bank of England, and worked as a software developer for CAD systems and for robotic applications. He holds a BEng in robotics from the University of Plymouth, an MSc in computer science, and a PhD in computational finance from the University of Essex. He is a CFA charterholder.
Head office
The Zig Zag Building
70 Victoria Street
London
United Kingdom
SW1E 6SQ
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