Jupiter Merlin Income and Growth Select Fund L Acc

Category GBP Allocation 60-80% Equity


star-filledstar-filled
Last buy/sell price

130.10p

arrow-down-0.49p (-0.38%)

Fund Code

BF154S4

GB00BF154S42

Prices updated as at 12 Nov 2024
|
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
130.63
116.69
Fund comparative indexARC Steady Growth PCI TR GBP
Mixed Investment 40-85% Shares
-
1.63
0.29
-
GBP Allocation 60-80% Equity
No
Fund providerJupiter Unit Trust Managers Ltd
Share class launch date09 Feb 2018
£186.45m
-
-
-
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.


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 2024 Morningstar. All rights reserved.