Jupiter Merlin Growth Portfolio

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Jupiter Merlin Growth I Acc

Category GBP Allocation 80%+ Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

622.18p

arrow-down-25.83p (-3.99%)

Fund Code

JUGIA

B6QGLF5

GB00B6QGLF53

Prices updated as at 07 Apr 2025
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Prices in GBX
Investment objective
To provide a return, through a combination of capital growth and income, 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. Typically the Fund will have at least 75% exposure (direct and/or indirect) 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 80%+ Equity
31 Mar 14 - 31 Mar 1517.1811.07
31 Mar 15 - 31 Mar 16-2.05-3.53
31 Mar 16 - 31 Mar 1721.6418.97
31 Mar 17 - 31 Mar 181.302.25
31 Mar 18 - 31 Mar 198.494.55
31 Mar 19 - 31 Mar 20-6.14-9.43
31 Mar 20 - 31 Mar 2126.3432.92
31 Mar 21 - 31 Mar 2211.196.16
31 Mar 22 - 31 Mar 23-0.07-4.01
31 Mar 23 - 31 Mar 2414.1312.64
31 Mar 24 - 31 Mar 251.522.51

Trailing returns (%)

YearThis fundGBP Allocation 80%+ Equity
1 Day-3.99-4.28
1 Month-10.54-9.69
3 Months-10.68-10.40
6 Months-8.85-8.71
1 Year-6.07-4.48
3 Years annualised2.400.77
5 Years annualised7.426.87
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.


Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.


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