Jupiter Merlin Income Portfolio

Select share classes

Jupiter Merlin Income I Acc

Category GBP Allocation 40-60% Equity


star-filledstar-filledstar-filledstar-filled
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

386.43p

arrow-up0.63p (+0.16%)

Fund Code

JUIIA

B4N2L74

GB00B4N2L746

Prices updated as at 26 Apr 2024
|
Prices in GBX

Investment objective
To provide a return, through a combination of income together with the prospect of capital growth, 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. The Fund will have exposure (direct and/or indirect) of 20% to 60% (typically between 45% to 60%) to shares of companies.

Annual charges

Product charges
1.29
0.17
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Key Information Document / Technical Guide 16 Feb 2024pdf
Annual Reports 15 Oct 2023pdf
Annual Short Report 15 Oct 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.