Jupiter Merlin Worldwide Portfolio I Inc


Fund Info

  • Yield History0.22%
  • 3 Year sharpe1.18
  • 3 Year alpha-0.87
  • Distribution Typeincome
  • BenchmarkIA Global
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF1.79%
  • SectorGlobal
  • Manager GroupJupiter
  • DomicileUnited Kingdom
  • ISINGB00B8D78Y38

Investment Strategy

The objective of the Fund is to achieve long term 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 international equities, fixed interest stocks, commodities and property.