Jupiter Merlin Conservative I Acc

Fund

Fund Info

  • Yield History2.64%
  • 3 Year sharpe1.36
  • 3 Year alpha2.9
  • Distribution Typeaccumulation
  • BenchmarkIA Mixed Investment 0-35% Shares
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.99%
  • SectorMixed Investment 0-35% Shares
  • Manager GroupJupiter
  • DomicileUnited Kingdom
  • ISINGB00B8GDLS36

Investment Strategy

The objective of the Fund is to achieve long term capital growth with income. The Fund invests predominantly: (1) in unit trusts, OEICs, Exchange Traded Funds and other collective investment schemes across several management groups (where the underlying funds invest in fixed interest stocks, equities, commodities and property internationally); and (2) directly in international fixed interest securities (including investment grade bonds, high yield bonds, government bonds, preference shares and convertible bonds), together with cash deposits and money market instruments.