Jupiter Merlin Conservative Select I Class Accumulation Units
Category GBP Allocation 20-40% Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
77.65p
-0.21p (-0.27%)
Fund Code
JUCPA
B8GDLS3
GB00B8GDLS36
Prices updated as at 04 Oct 2024
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, with typically between 40% to 70% and at least 25% in funds managed or operated by Jupiter or an associate of Jupiter. Up to 30% of the Fund may be invested in other transferable securities, cash and near cash. The Fund will have exposure (direct and/or indirect) of: (i) at least 60% to fixed interest securities; and (ii) up to 35% 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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Annual charges
| Product charges | |
|---|---|
| 0.83 | |
| 0.15 | |
| No | |
| - | |
| 0.00 | |
| 0.00 | |
| Minimum investment | 25.00 |
