Jupiter Merlin Income I Inc


Fund Info

  • Yield History2.71%
  • 3 Year sharpe1.14
  • 3 Year alpha1.15
  • 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

Investment Strategy

The objective of the Fund is to achieve a high and rising income with some potential for 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 equities, fixed interest stocks, commodities and property, principally in the UK.