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

£4.2196

arrow-down£-0.041 (-0.96%)

Fund Code

OLNUA

BHBX880

GB00BHBX8800

Prices updated as at 25 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.

Portfolio as of

Asset allocation

Show long & short position

Geographical breakdown

Continent or country allocation (%)

Stock style

Large value

0.00%

% Weight
Value
Core
Growth
Large

0

0

0

Medium

0

0

0

Small

0

0

0

Valuation

Jupiter Merian North American Equity Fund U1 GBP Acc
US Large-Cap Blend Equity

-

-
21.66

-

-
2.83

-

-
4.68

-

-
15.58

Growth rate

Jupiter Merian North American Equity Fund U1 GBP Acc
US Large-Cap Blend Equity

-

-
11.62%

-

-
1.43%

-

-
8.47%

Top 10 holdings

Assets in top 10 holdings %

0.00%

Total no. of equity holdings

-

Total no. of bond holdings

-

Stock sectors

Jupiter Merian North American Equity Fund U1 GBP Acc
US Large-Cap Blend Equity

0.00%

Basic materials

-
-

Con cyclical

-
-

Financial svs

-
-

Real estate

-
-

0.00%

Comm services

-
-

Energy

-
-

Industrials

-
-

Technology

-
-

0.00%

Con defensive

-
-

Healthcare

-
-

Utilities

-
-

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.