Jupiter Merlin Worldwide Portfolio

Select share classes

Jupiter Merlin Worldwide Portfolio I Acc

Category Global Large-Cap Blend Equity


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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

481.28p

arrow-up2.35p (+0.49%)

Fund Code

JUWIA

B53LG95

GB00B53LG951

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 (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 at least 80% exposure (direct and/or indirect) to shares of companies globally.

Fund statusOpen
Fund typeUnit Trust
Fund managerAlgy Smith-Maxwell, John Chatfeild-Roberts, David Lewis, Amanda Sellars, George Fox
484.81
406.35
Fund comparative indexIA Global
Global
-
1.51
0.12
0.00
Global Large-Cap Blend Equity
No
Fund providerJupiter Unit Trust Managers Ltd
Share class launch date19 Sep 2011
£421.38m
-
0.49
-
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.