Jupiter Merlin Worldwide Portfolio Fund I Inc
Category Global Large-Cap Blend Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
493.82p
1.61p (+0.33%)
Fund Code
JUWII
B8D78Y3
GB00B8D78Y38
Prices updated as at 26 Mar 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 |
| 518.76 | |
| 441.09 | |
| Fund comparative index | IA Global |
| Global | |
| - | |
| 1.61 | |
| 0.05 | |
| 0.00 | |
| Global Large-Cap Blend Equity | |
| No | |
| Fund provider | Jupiter Unit Trust Managers Ltd |
| Share class launch date | 29 Oct 2012 |
| £403.47m | |
| - | |
| 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.
