Jupiter Merlin Monthly Income Select Fund L Acc

Category GBP Allocation 20-40% Equity


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Last buy/sell price

108.92p

arrow-down-0.30p (-0.27%)

Fund Code

3129418

GB0031294183

Prices updated as at 13 Nov 2024
|
Prices in GBX

Investment objective
To provide regular income with the prospect of capital growth over the long term (at least five years). At least 70% of the Fund is invested in collective investment schemes, with typically between 40% and 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: (i) at least 60% to fixed interest securities; and (ii) up to 35% to shares of companies. At least 50% 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. The Fund may use derivative transactions for investment purposes.

Annual charges

Product charges
1.57
0.49
No
-
-
-
Minimum investment-

Documents

Document nameDate postedDownload
Annual Reports 31 Mar 2024pdf
Annual Short Report 31 Mar 2024pdf
Key Information Document / Technical Guide 16 Feb 2024pdf
Interim Short Report 30 Sep 2023pdf
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