Jupiter Merlin Growth Portfolio

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Jupiter Merlin Growth I Acc

Category GBP Allocation 80%+ Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

899.21p

arrow-down-9.35p (-1.03%)

Fund Code

JUGIA

B6QGLF5

GB00B6QGLF53

Prices updated as at 24 Jul 2026
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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 or Product Summary document
, 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 performance (%)

YearThis fundGBP Allocation 80%+ Equity
30 Jun 15 - 30 Jun 165.261.78
30 Jun 16 - 30 Jun 1718.4517.76
30 Jun 17 - 30 Jun 187.566.20
30 Jun 18 - 30 Jun 197.223.76
30 Jun 19 - 30 Jun 200.95-0.47
30 Jun 20 - 30 Jun 2117.4421.81
30 Jun 21 - 30 Jun 22-3.03-7.51
30 Jun 22 - 30 Jun 239.075.51
30 Jun 23 - 30 Jun 2413.3413.64
30 Jun 24 - 30 Jun 257.264.20
30 Jun 25 - 30 Jun 2624.9019.96

Trailing returns (%)

YearThis fundGBP Allocation 80%+ Equity
1 Day-1.03-0.33
1 Month0.26-0.39
3 Months6.254.00
6 Months6.586.16
1 Year19.9816.21
3 Years annualised14.2012.09
5 Years annualised9.556.65
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.


Important Information

Investment values, and income from investments, can go down as well as up, so you may get back less than you invest. This is not a personal recommendation for a specific investment. If you're not sure which investments are suitable for you, consult Fidelity's advisers or another authorised financial adviser.

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