Jupiter Merlin Income and Growth Select Fund L Acc

Category GBP Allocation 60-80% Equity


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Last buy/sell price

130.76p

arrow-down-0.83p (-0.63%)

Fund Code

BF154S4

GB00BF154S42

Prices updated as at 30 Dec 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.

Fund statusOpen
Fund typeUnit Trust
Fund managerAlgy Smith-Maxwell, John Chatfeild-Roberts, Alastair Irvine, Amanda Sillars, David Lewis, George Fox
133.84
120.53
Fund comparative indexARC Steady Growth PCI TR GBP
Mixed Investment 40-85% Shares
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1.63
0.27
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GBP Allocation 60-80% Equity
No
Fund providerJupiter Unit Trust Managers Ltd
Share class launch date09 Feb 2018
£187.05m
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Semi-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.


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