Jupiter Merlin Balanced I Inc

Fund

Fund Info

  • Yield History2.01%
  • 3 Year sharpe1.26
  • 3 Year alpha1.12
  • Distribution Typeincome
  • BenchmarkIA Mixed Invest 40 - 85% Shares
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF1.60%
  • SectorMixed Investment 40-85% Shares
  • Manager GroupJupiter
  • DomicileUnited Kingdom
  • ISINGB00B3X5X818

Investment Strategy

The fund aims to provide a return, net of fees, that is higher than the lA Mixed lnvestment 40%-85% Shares Sector average over the long term (at least five years).