Jupiter Merlin Growth I Acc

This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History0.39%
  • 3 Year sharpe0.82
  • 3 Year alpha0.47
  • Distribution Typeaccumulation
  • BenchmarkIA Flexible Investment Sector
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF1.72%
  • SectorFlexible Investment
  • Manager GroupJupiter
  • DomicileUnited Kingdom

Investment Strategy

The portfolio aims to provide a return, net of fees, higher than the lA Flexible lnvestment sector average over the long term (at least five years). Jupiter seek to attain the objective by investing at least 7O% of the underlying fund in collective investment schemes, such as unit trusts, OEICs, SlCAVs, exchange traded funds (ETÉs) and closed or open-ended funds (which may include funds managed or operated by Jupiter or an associate of Jupiter). The underlying fund will invest in collective investment schemes, which wilt have exposure to shares of companies globally, fixed interest securities, derivatives for investment purposes, commodities or Property.

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