Jupiter Merlin Worldwide Portfolio I Acc
Category Global Large-Cap Blend Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
523.10p
-1.23p (-0.23%)
Fund Code
JUWIA
B53LG95
GB00B53LG951
Prices updated as at 21 Feb 2025
Prices in GBX
Investment objective
To provide a return, through a combination of capital growth and income net of fees, over the long term (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 at least 80% exposure (direct and/or indirect) to shares of companies globally.
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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Fund status | Open |
Fund type | Unit Trust |
Fund manager | Algy Smith-Maxwell, John Chatfeild-Roberts, David Lewis, Amanda Sellars, George Fox |
531.41 | |
451.85 | |
Fund comparative index | IA Global |
Global | |
- | |
1.58 | |
0.07 | |
0.00 | |
Global Large-Cap Blend Equity | |
No | |
Fund provider | Jupiter Unit Trust Managers Ltd |
Share class launch date | 19 Sep 2011 |
£423.67m | |
- | |
0.46 | |
- | |
Annually |
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.