Jupiter Merian North American Equity Fund

Select share classes

Jupiter Merian North American Equity Fund I 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

£5.8903

arrow-up£0.035 (+0.59%)

Fund Code

OLNRA

B1XG9G0

GB00B1XG9G04

Prices updated as at 28 Mar 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.

Fund statusOpen
Fund typeOpen Ended Investment Company
Fund managerAmadeo Alentorn
5.92
4.47
Fund comparative indexMSCI North America NR GBP
North America
-
0.95
0.12
0.00
US Large-Cap Blend Equity
No
Fund providerJupiter Unit Trust Managers Ltd
Share class launch date05 Apr 2012
£1.36b
-
0.26
-
Annually
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.

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.