Jupiter Merlin Conservative I Acc

Fund

Fund Info

  • Yield History2.80%
  • 3 Year sharpe1.30
  • 3 Year alpha2.84
  • 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

To achieve long term capital growth with income by investing predominantly 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 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.