fund
JUPITER MERIAN NORTH AMERICAN EQUITY U2 GBP
The fund is predominantly a US fund run on a quantitative basis.
PRICE (INC)
-
PRICE (ACC)
376.32p
INITIAL CHARGE
0%
ANNUAL MANAGEMENT CHARGE
0%
ONGOING CHARGE
0.8%
YIELD
0.8%
1 YEAR
0.77%Prices as at 01 Dec 2023.
We don’t currently provide commentary on this fund.
Past performance is not an indication of future performance.
Capital at risk.
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 summary
| Sector | North America |
|---|---|
| Structure | OEIC |
| Launched | February 2014 |
| Size | £1,603m |
| Yield | 0.8% |
| Dividends paid | Accumulation units only |
Charges
| Standard Initial Charge | 0% |
|---|---|
| Initial Charge Via BestInvest | 0% |
| Additional Bid/Offer Spread | 0% |
| Annual Management Charge | 0% |
| Ongoing Charges Figure | 0.8% |
Investment Process
The information on this website is not intended to be advice or a recommendation to buy, sell or hold any investment mentioned. The value of investments and the income from them can go down as well as up and you may not get back the amount invested.
Past performance is not a guide to future performance. View full risk warning