Jupiter Merlin Growth Portfolio

Select share classes

Jupiter Merlin Growth Portfolio Fund I Inc

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

650.69p

arrow-down-7.06p (-1.07%)

Fund Code

JUGII

B8K5LH4

GB00B8K5LH40

Prices updated as at 07 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 (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 Dec 14 - 31 Dec 156.112.23
31 Dec 15 - 31 Dec 1616.1714.13
31 Dec 16 - 31 Dec 1710.7512.71
31 Dec 17 - 31 Dec 18-3.89-7.20
31 Dec 18 - 31 Dec 1916.9818.06
31 Dec 19 - 31 Dec 205.806.91
31 Dec 20 - 31 Dec 2117.8713.56
31 Dec 21 - 31 Dec 22-5.53-9.80
31 Dec 22 - 31 Dec 2311.519.43
31 Dec 23 - 31 Dec 2410.2110.96

Trailing returns (%)

YearThis fundGBP Allocation 80%+ Equity
1 Day-1.07-0.49
1 Month-4.78-3.94
3 Months-0.95-1.77
6 Months4.944.24
1 Year6.277.48
3 Years annualised8.396.41
5 Years annualised9.507.02
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.


Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.
© Copyright 2025 Morningstar. All rights reserved.