Jupiter Merlin Growth Portfolio L Acc

Category GBP Allocation 80%+ Equity
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Last buy/sell price

602.88p

arrow-up2.18p (+0.36%)

Fund Code

0362926

GB0003629267

Prices updated as at 26 Apr 2024
|
Prices in GBX
Investment objective
To provide a return, through a combination of capital growth and income, net of fees, over the long term (at least five years). At least 70% of the Fund is invested in collective investment schemes. Up to 30% of the Fund may be invested in other assets, including shares of companies and cash and near cash. Typically the Fund will have at least 75% exposure (direct and/or indirect) to shares of companies.
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 charges

Product charges
2.24
0.15
No
-
-
-
Minimum investment-

Documents

Document nameDate postedDownload
Key Information Document / Technical Guide 16 Feb 2024pdf
Annual Reports 31 Aug 2023pdf
Annual Short Report 31 Aug 2023pdf
Interim Short Report 31 Jul 2023pdf
Please note that service charges will also apply. Read more about our fees.

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.