Jupiter Merlin Growth Portfolio Fund I Inc
Category GBP Allocation 80%+ Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
616.50p
-0.25p (-0.04%)
Fund Code
JUGII
B8K5LH4
GB00B8K5LH40
Prices updated as at 19 Apr 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. 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
, 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 |
| 636.11 | |
| 552.83 | |
| Fund comparative index | IA Flexible Investment Sector |
| Flexible Investment | |
| - | |
| 1.49 | |
| 0.15 | |
| 0.00 | |
| GBP Allocation 80%+ Equity | |
| No | |
| Fund provider | Jupiter Unit Trust Managers Ltd |
| Share class launch date | 29 Oct 2012 |
| £1.76b | |
| - | |
| 0.58 | |
| - | |
| 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.
