Jupiter Merlin Balanced Portfolio L Inc

Category GBP Allocation 60-80% Equity


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Last buy/sell price

153.51p

arrow-down-0.53p (-0.34%)

Fund Code

3191075

GB0031910754

Prices updated as at 27 Mar 2024
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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. The Fund will have exposure (direct and/or indirect) of 40% to 85% (typically between 65% to 85%) to shares of companies.

Fund statusOpen
Fund typeUnit Trust
Fund managerAlgy Smith-Maxwell, John Chatfeild-Roberts, David Lewis, Amanda Sellars, George Fox
154.35
138.95
Fund comparative indexIA Mixed Invest 40 - 85% Shares
Mixed Investment 40-85% Shares
-
2.14
0.16
-
GBP Allocation 60-80% Equity
No
Fund providerJupiter Unit Trust Managers Ltd
Share class launch date01 Mar 2003
£1.98b
-
-
-
Semi-Annually
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.

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.