Jupiter Merlin Income I Acc

Fund
add to virtual portfolio
trade
This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History2.26%
  • 3 Year sharpe0.23
  • 3 Year alpha-1.02
  • Distribution Typeaccumulation
  • BenchmarkIA Mixed Investment 20-60%Shares
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF1.46%
  • IA SectorMixed Investment 20-60% Shares
  • Manager GroupJupiter
  • DomicileUnited Kingdom
  • ISINGB00B4N2L746

Investment Strategy

To provide income together with the prospect of capital growth to provide a return, net of fees, that is higher than the IA Mixed Investment 20%-60% Shares 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.

Latest news

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