Jupiter Merian North American Equity Fund (IRL) I 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

£52.9912

arrow-up£0.165 (+0.31%)

Fund Code

OONRA

B8XWX87

IE00B8XWX876

Prices updated as at 07 May 2026

Prices in GBP

Investment objective

The objective of the fund is to seek to achieve long term capital growth through the active management of a diversified portfolio invested primarily in North American stock markets. It is not proposed to concentrate investments in any one industry or sector.

Important notice: This product is based overseas and is not subject to UK sustainable investment labelling and disclosure requirements. Please refer to the FCA website which details further information in relation to sustainability disclosure requirements for retail clients.

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 performance (%)

Year	This fund	US Large-Cap Blend Equity
31 Mar 15 - 31 Mar 16	1.25	0.95
31 Mar 16 - 31 Mar 17	40.27	32.53
31 Mar 17 - 31 Mar 18	-0.16	-0.31
31 Mar 18 - 31 Mar 19	12.14	14.60
31 Mar 19 - 31 Mar 20	-7.21	-4.46
31 Mar 20 - 31 Mar 21	43.15	39.58
31 Mar 21 - 31 Mar 22	18.79	16.37
31 Mar 22 - 31 Mar 23	-4.07	-3.44
31 Mar 23 - 31 Mar 24	27.12	25.37
31 Mar 24 - 31 Mar 25	2.18	2.13
31 Mar 25 - 31 Mar 26	19.06	12.59

Trailing returns (%)

Year	This fund	US Large-Cap Blend Equity
1 Day	0.31	-0.34
1 Month	7.85	7.82
3 Months	8.31	5.79
6 Months	9.25	5.10
1 Year	32.70	26.20
3 Years annualised	21.15	17.04
5 Years annualised	13.39	11.11

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

Investment values, and income from investments, can go down as well as up, so you may get back less than you invest. This is not a personal recommendation for a specific investment. If you're not sure which investments are suitable for you, consult Fidelity's advisers or another authorised financial adviser. The information contained herein: is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and 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.

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