Jupiter Merlin Income I Inc

Fund
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Fund Info

  • Yield History2.80%
  • 3 Year sharpe0.91
  • 3 Year alpha1.07
  • Distribution Typeincome
  • BenchmarkIA Mixed Investment 20-60%Shares
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF1.48%
  • SectorMixed Investment 20-60% Shares
  • Manager GroupJupiter
  • DomicileUnited Kingdom
  • ISINGB00B6QMDC41

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.

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