Jupiter Merlin Income Portfolio L Inc
Category GBP Allocation 40-60% Equity
Last buy/sell price
136.33p
-1.37p (-0.99%)
Fund Code
0362948
GB0003629481
Prices updated as at 17 Apr 2024
Prices in GBX
Investment objective
To provide a return, through a combination of income together with the prospect of 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. 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 20% to 60% (typically between 45% to 60%) 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 |
| 140.34 | |
| 129.04 | |
| Fund comparative index | IA Mixed Investment 20-60%Shares |
| Mixed Investment 20-60% Shares | |
| - | |
| 2.04 | |
| 0.17 | |
| - | |
| GBP Allocation 40-60% Equity | |
| No | |
| Fund provider | Jupiter Unit Trust Managers Ltd |
| Share class launch date | 14 Sep 1992 |
| £1.67b | |
| - | |
| - | |
| - | |
| Quarterly |
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.
