Jupiter Merlin Income Portfolio

Select share classes

Jupiter Merlin Income I Acc

Category GBP Allocation 40-60% Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

409.99p

arrow-up0.20p (+0.05%)

Fund Code

JUIIA

B4N2L74

GB00B4N2L746

Prices updated as at 14 Mar 2025
|
Prices in GBX
Investment objective
To provide a return, through a combination of income together with the prospect of 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. Up to 30% of the Fund may be invested in other assets, including shares of companies and cash and near cash. The Fund will have exposure (direct and/or indirect) of 20% to 60% (typically between 45% to 60%) to shares of companies.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Annual charges

Product charges
1.41
0.07
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Key Information Document / Technical Guide 14 Feb 2025pdf
Fund Provider FactSheet 31 Dec 2024pdf
Annual Report 15 Oct 2024pdf
Interim Report 15 Apr 2024pdf
Please note that service charges will also apply. Read more about our fees.


Important Information

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