Jupiter Merlin Worldwide Portfolio I Acc
Category Global Large-Cap Blend Equity
This fund can be held in an Investment ISA, Pension and Investment Account
Last buy/sell price
485.11p
-0.71p (-0.15%)
Fund Code
JUWIA
B53LG95
GB00B53LG951
Prices updated as at 29 Apr 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.
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and the fund information documents. Go to Charges & documents.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Management
| Fund status | Open |
| Fund type | Unit Trust |
| Fund manager | Algy Smith-Maxwell, John Chatfeild-Roberts, David Lewis, Amanda Sellars, George Fox |
| 531.41 | |
| 446.21 | |
| Fund comparative index | IA Global |
| Global | |
| - | |
| 1.61 | |
| 0.05 | |
| 0.00 | |
| No | |
| Fund provider | Jupiter Unit Trust Managers Ltd |
| Share class launch date | 19 Sep 2011 |
| £386.41m | |
| - | |
| 0.46 | |
| - | |
| Annually |
