Jupiter Merlin Income and Growth Select Fund L Inc

Category GBP Allocation 60-80% Equity


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Last buy/sell price

105.51p

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Fund Code

0479268

GB0004792684

Prices updated as at 28 Nov 2024
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Prices in GBX

Investment objective
To provide a return, through a combination of income and capital growth, net of fees, over the long term (at least five years). At least 70% of the Fund is invested in collective investment schemes, with typically between 40% to 70% and at least 25% in funds managed or operated by Jupiter or an associate of Jupiter. Up to 30% of the Fund may be invested in other transferable securities, cash and near cash. The Fund will have exposure (direct and/or indirect) of 40% to 85% (typically between 65% to 75%) to shares of companies. At least 25% of the Fund will (in aggregate) be invested directly or indirectly in i) shares issued by companies based in the UK and/or funds investing in such companies; and/or ii) transferable securities which are sterling-denominated or hedged back to sterling.

Morningstar RatingTM (relative to category)

3 - year
Morningstar returnBelow Average
Morningstar riskBelow Average
Morningstar rating
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5 - year
Morningstar returnLow
Morningstar riskHigh
Morningstar rating
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10 - year
Morningstar returnLow
Morningstar riskHigh
Morningstar rating
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Overall
Morningstar returnLow
Morningstar riskAbove Average
Morningstar rating
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Potentially higher returns

Source: Fidelity (FIL Investment SVCS (UK) Ltd)

Risk measures as of 31 Oct 2024

1 year3 years
-2.41-2.52
0.840.65
-2.08-0.48
83.1647.82
1.35-0.22
5.197.82
2.326.23


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