Jupiter Merlin Balanced Portfolio L Inc
Category GBP Allocation 60-80% Equity
Last buy/sell price
152.66p
-0.49p (-0.32%)
Fund Code
3191075
GB0031910754
Prices updated as at 18 Sep 2024
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.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, 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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
| Fund status | Open |
| Fund type | Unit Trust |
| Fund manager | Algy Smith-Maxwell, John Chatfeild-Roberts, David Lewis, Amanda Sellars, George Fox |
| 156.25 | |
| 140.32 | |
| Fund comparative index | IA Mixed Invest 40 - 85% Shares |
| Mixed Investment 40-85% Shares | |
| - | |
| 2.25 | |
| 0.16 | |
| - | |
| GBP Allocation 60-80% Equity | |
| No | |
| Fund provider | Jupiter Unit Trust Managers Ltd |
| Share class launch date | 01 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.
