Jupiter Merlin Balanced Port I Inc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History1.72%
  • 3 Year sharpe0.68
  • 3 Year alpha0.43
  • Distribution Typeincome
  • BenchmarkIA Mixed Invest 40 - 85% Shares
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF1.56%
  • IA SectorMixed Investment 40-85% Shares
  • Manager GroupJupiter
  • DomicileUnited Kingdom
  • ISINGB00B3X5X818

Investment Strategy

To provide a return, net of fees, that is higher than the IA Mixed Investment 40%-85% Shares Sector average over the long term (at least five years). At least 70% of the fund is invested in collective investment schemes (including funds managed by Jupiter and its associates). Up to 30% of the fund may be invested in other assets, including shares of companies and cash and near cash.

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