Jupiter Merlin Income and Growth Select Fund L Acc

Category GBP Allocation 60-80% Equity


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Last buy/sell price

150.00p

arrow-up1.12p (+0.75%)

Fund Code

BF154S4

GB00BF154S42

Prices updated as at 12 Dec 2025
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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
1.55
0.23
No
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-
-
Minimum investment-

Documents

Document nameDate postedDownload
Key Information Document / Technical Guide 10 Nov 2025pdf
Interim Report 31 Mar 2025pdf
Annual Report 30 Sep 2024pdf
Please note that service charges will also apply. Read more about our fees.


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