Jupiter Merlin Balanced I Inc


Fund Info

  • Yield History1.92%
  • 3 Year sharpe1.25
  • 3 Year alpha1.51
  • 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 invests predominantly in unit trusts, OEICs, Exchange Traded funds and other collective investment schemes across several management groups. The underlying funds invest in international equities, fixed interest stocks, commodities and property.