Jupiter Merlin Income and Growth Select Fund L Acc

Category GBP Allocation 60-80% Equity


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Last buy/sell price

130.10p

arrow-down-0.49p (-0.38%)

Fund Code

BF154S4

GB00BF154S42

Prices updated as at 12 Nov 2024
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Prices in GBX

Investment objective
To provide a return, through a combination of income and capital growth, 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 40% to 85% (typically between 65% to 75%) to shares of companies. At least 25% of the Fund will (in aggregate) be invested directly or indirectly in i) shares issued by companies based in the UK and/or funds investing in such companies; and/or ii) transferable securities which are sterling-denominated or hedged back to sterling.

Annual charges

Product charges
1.63
0.29
No
-
-
-
Minimum investment-

Documents

Document nameDate postedDownload
Key Information Document / Technical Guide 06 May 2024pdf
Annual Reports 31 Mar 2024pdf
Interim Short Report 31 Mar 2024pdf
Annual Short Report 30 Sep 2023pdf
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