Jupiter Merlin Conservative Select

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Jupiter Merlin Conservative Select I Class Income Units

Category GBP Allocation 20-40% Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

55.03p

arrow-up0.04p (+0.07%)

Fund Code

JUCPI

B8GDLV6

GB00B8GDLV64

Prices updated as at 14 Mar 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, 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.

Annual performance (%)

YearThis fundGBP Allocation 20-40% Equity
31 Dec 14 - 31 Dec 150.320.93
31 Dec 15 - 31 Dec 168.418.70
31 Dec 16 - 31 Dec 176.614.87
31 Dec 17 - 31 Dec 18-2.14-3.88
31 Dec 18 - 31 Dec 1911.369.08
31 Dec 19 - 31 Dec 206.543.83
31 Dec 20 - 31 Dec 213.713.45
31 Dec 21 - 31 Dec 22-11.25-10.28
31 Dec 22 - 31 Dec 238.526.28
31 Dec 23 - 31 Dec 246.094.93

Trailing returns (%)

YearThis fundGBP Allocation 20-40% Equity
1 Day0.070.04
1 Month-1.96-2.07
3 Months-0.16-1.11
6 Months0.74-0.01
1 Year5.263.92
3 Years annualised3.211.65
5 Years annualised3.862.88
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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