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.

Growth of 1,000 as of 19 Apr 2024, 16:04

Trailing returns (%) as of 19 Apr 2024, 16:04

Annual performance (%)

YearThis fundUS Large-Cap Blend Equity
31 Mar 13 - 31 Mar 14--
31 Mar 14 - 31 Mar 15--
31 Mar 15 - 31 Mar 162.300.95
31 Mar 16 - 31 Mar 1739.6232.53
31 Mar 17 - 31 Mar 181.03-0.31
31 Mar 18 - 31 Mar 1912.7614.60
31 Mar 19 - 31 Mar 20-6.23-4.46
31 Mar 20 - 31 Mar 2144.6539.58
31 Mar 21 - 31 Mar 2218.1016.37
31 Mar 22 - 31 Mar 23-3.21-3.44
31 Mar 23 - 31 Mar 2428.1625.37

Trailing returns (%)

YearThis fundUS Large-Cap Blend Equity
1 Day-0.79-0.50
1 Month0.28-0.44
3 Months8.307.38
6 Months14.0213.28
1 Year21.4420.89
3 Years annualised10.269.69
5 Years annualised13.3112.73
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

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.