Jupiter Merlin Real Return I GBP Acc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History0.41%
  • 3 Year sharpe0.42
  • 3 Year alpha-0.23
  • Distribution Typeaccumulation
  • BenchmarkCPI + 3.0%
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF2.20%
  • IA SectorTargeted Absolute Return
  • Manager GroupJupiter
  • DomicileUnited Kingdom
  • ISINGB00BZ1M2690

Investment Strategy

To achieve a return, net of fees, that is at least 3% per annum higher than 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.

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