Jupiter Merlin Conservative I Inc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History2.20%
  • 3 Year sharpe0.58
  • 3 Year alpha0.17
  • Distribution Typeincome
  • BenchmarkIA Mixed Investment 0-35% Shares
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.94%
  • IA SectorMixed Investment 0-35% Shares
  • Manager GroupJupiter
  • DomicileUnited Kingdom
  • ISINGB00B8GDLV64

Investment Strategy

At least 70% of the Fund is invested in collective investment schemes, with at least 60 per cent of the Fund’s assets invested directly or indirectly in fixed interest securities. Up to 30% of the Fund may be invested in other assets, including shares of companies, cash and near cash.

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