Jupiter Merlin Income And Growth Select Fund

Select share classes

Jupiter Merlin Income and Growth Select Fund I Inc

Category GBP Allocation 60-80% Equity


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

113.38p

arrow-up0.74p (+0.66%)

Fund Code

JUHGI

B6531T1

GB00B6531T16

Prices updated as at 03 May 2024
|
Prices in GBX

Investment objective
To provide a return, through a combination of income and 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, with typically between 40% to 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 40% to 85% (typically between 65% to 75%) to shares of companies. At least 25% 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.

Annual charges

Product charges
0.81
0.30
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Key Information Document / Technical Guide 16 Feb 2024pdf
Annual Reports 30 Sep 2023pdf
Annual Short Report 30 Sep 2023pdf
Interim Short Report 31 Jul 2023pdf
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Important Information

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