Jupiter Merlin Monthly Income Select

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Jupiter Merlin Monthly Income Select Fund I Inc

Category GBP Allocation 20-40% Equity


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

58.99p

arrow-up0.20p (+0.34%)

Fund Code

JUDSI

B4WDT30

GB00B4WDT300

Prices updated as at 12 Dec 2025
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Prices in GBX

Investment objective
To provide regular income with the prospect of capital growth over the long term (at least five years). At least 70% of the Fund is invested in collective investment schemes, with typically between 40% and 70% and at least 25% in funds managed or operated by Jupiter or an associate of Jupiter. Up to 30% of the Fund may be invested in other transferable securities, cash and near cash. The Fund will have exposure (direct and/or indirect) of: (i) at least 60% to fixed interest securities; and (ii) up to 35% to shares of companies. At least 50% of the Fund will (in aggregate) be invested directly or indirectly in i) shares issued by companies based in the UK and/or funds investing in such companies; and/or ii) transferable securities which are sterling- denominated or hedged back to sterling. The Fund may use derivative transactions for investment purposes.

Annual performance (%)

YearThis fundGBP Allocation 20-40% Equity
30 Sep 14 - 30 Sep 155.001.32
30 Sep 15 - 30 Sep 168.6210.35
30 Sep 16 - 30 Sep 173.903.28
30 Sep 17 - 30 Sep 18-1.931.20
30 Sep 18 - 30 Sep 195.464.44
30 Sep 19 - 30 Sep 20-1.740.13
30 Sep 20 - 30 Sep 219.217.13
30 Sep 21 - 30 Sep 22-13.26-11.07
30 Sep 22 - 30 Sep 233.803.13
30 Sep 23 - 30 Sep 2411.1810.89
30 Sep 24 - 30 Sep 258.855.49

Trailing returns (%)

YearThis fundGBP Allocation 20-40% Equity
1 Day0.340.17
1 Month0.01-0.31
3 Months3.392.37
6 Months7.335.51
1 Year10.326.59
3 Years annualised8.855.99
5 Years annualised3.062.38
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.


Important Information

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