Jupiter Merlin Growth Portfolio I Inc

Fund

Fund Info

  • Yield History0.28%
  • 3 Year sharpe1.19
  • 3 Year alpha0.44
  • Distribution Typeincome
  • BenchmarkFTSE APCIMS Growth
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF1.72%
  • SectorFlexible Investment
  • Manager GroupJupiter
  • DomicileUnited Kingdom
  • ISINGB00B8K5LH40

Investment Strategy

The objective of the Fund is to achieve long term capital growth. The Fund invests predominantly in unit trusts, OEICs, Exchange Traded Funds and other collective investment schemes across several management groups. The underlying funds invest in international equities, fixed interest stocks, commodities and property, with a core in the UK.