Jupiter Merlin Income Portfolio

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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

418.34p

arrow-up3.73p (+0.90%)

Fund Code

JUIIA

B4N2L74

GB00B4N2L746

Prices updated as at 09 May 2025
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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 performance (%)

YearThis fundGBP Allocation 40-60% Equity
31 Mar 14 - 31 Mar 157.489.51
31 Mar 15 - 31 Mar 16-3.41-2.54
31 Mar 16 - 31 Mar 1713.4013.31
31 Mar 17 - 31 Mar 180.600.88
31 Mar 18 - 31 Mar 195.412.72
31 Mar 19 - 31 Mar 20-4.33-7.15
31 Mar 20 - 31 Mar 2116.6820.92
31 Mar 21 - 31 Mar 226.212.71
31 Mar 22 - 31 Mar 23-2.26-5.52
31 Mar 23 - 31 Mar 246.208.45
31 Mar 24 - 31 Mar 255.023.46

Trailing returns (%)

YearThis fundGBP Allocation 40-60% Equity
1 Day0.900.03
1 Month8.945.55
3 Months-0.65-2.30
6 Months4.290.68
1 Year6.153.58
3 Years annualised4.943.60
5 Years annualised5.654.86
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.


Important Information

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