Jupiter Merlin Growth Portfolio I Inc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History0.44%
  • 3 Year sharpe0.37
  • 3 Year alpha1.62
  • Distribution Typeincome
  • BenchmarkIA Flexible Investment Sector
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF1.72%
  • IA SectorFlexible Investment
  • Manager GroupJupiter
  • DomicileUnited Kingdom
  • ISINGB00B8K5LH40

Investment Strategy

To provide a return, net of fees, higher than the IA Flexible Investment Sector average over the long term (at least five years). At least 70% of the fund is invested in collective investment schemes. Up to 30% of the fund may be invested in other assets, including shares of companies, cash and near cash.

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