Jupiter Merlin Growth I AccRegister to Unlock Ratings |
Performance History | 31/07/2022 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | -3.9 | 17.0 | 5.8 | 17.9 | -4.5 |
![]() | +/-Cat | 3.3 | -1.1 | -1.1 | 4.3 | 3.4 |
![]() | +/-B’mrk | - | - | -0.2 | 1.6 | -0.5 |
Category: GBP Allocation 80%+ Equity | ||||||
Category Benchmark: Morningstar UK Adv Tgt Allo... |
Key Stats | ||
NAV 10/08/2022 | GBX 579.03 | |
Day Change | -0.18% | |
Morningstar Category™ | GBP Allocation 80%+ Equity | |
IA (formerly IMA) Sector | Flexible Investment | |
ISIN | GB00B6QGLF53 | |
Fund Size (Mil) 09/08/2022 | GBP 1672.72 | |
Share Class Size (Mil) 10/08/2022 | GBP 1044.43 | |
Max Initial Charge | - | |
Ongoing Charge 08/07/2022 | 1.70% |
Morningstar Research |
Analyst Report |
Jupiter Merlin Growth Portfolio benefits from an experienced team with a consistent focus on investing in active managers, founded on a long-term capital preservation mindset. Its Morningstar Analyst Rating remains Neutral for all share classes.... |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | Above Average |
Parent | Above Average |
Process | Above Average |
Performance | |
Price |
Investment Objective: Jupiter Merlin Growth I Acc |
The Fund aims to provide a return, net of fees, higher than the IA Flexible Investment Sector average 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, cash and near cash. |
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Management | ||
Manager Name Start Date | ||
John Chatfeild-Roberts 01/05/1997 | ||
Algy Smith-Maxwell 01/05/1997 | ||
Click here to see others | ||
Inception Date 19/09/2011 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
IA Flexible Investment Sector | Morningstar UK Adv Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Jupiter Merlin Growth I Acc | 30/06/2022 |
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