Jupiter Merlin Real Return I GBP Acc

Fund

Fund Info

  • Yield History-
  • 3 Year sharpe-
  • 3 Year alpha-
  • Distribution Typeaccumulation
  • Benchmark-
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF1.53%
  • SectorTargeted Absolute Return
  • Manager GroupJupiter
  • DomicileUnited Kingdom
  • ISINGB00BZ1M2690

Investment Strategy

The objective of the Fund is to achieve a return (net of fees) of 3% above the Consumer Price Index over 3-year rolling periods. Capital invested in the Fund is at risk and there is no guarantee that the investment objective will be achieved over 3-year rolling periods or in respect of any other time period. The Fund will invest at least 70 per cent of its net asset value in unit trusts, OEICs, Exchange Traded Funds, and other collective investment schemes across several management groups (including those managed by Jupiter or its affiliates).