Jupiter Merlin Conservative I Inc

Fund

Fund Info

  • Yield History2.62%
  • 3 Year sharpe1.31
  • 3 Year alpha2.49
  • Distribution Typeincome
  • 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
  • ISINGB00B8GDLV64

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.

Latest news

Currently there for this fund. Visit our news hub for other news .