Jupiter Merlin Income I AccRegister to Unlock Ratings |
Performance History | 31/05/2022 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | -3.5 | 13.0 | 2.8 | 11.0 | -4.0 |
![]() | +/-Cat | 2.0 | 0.5 | -1.3 | 2.9 | 2.2 |
![]() | +/-B’mrk | -0.8 | 0.1 | -2.5 | 3.0 | 2.0 |
Category: GBP Allocation 40-60% Equity | ||||||
Category Benchmark: Morningstar UK Mod Tgt Allo... |
Key Stats | ||
NAV 30/06/2022 | GBX 356.11 | |
Day Change | 0.49% | |
Morningstar Category™ | GBP Allocation 40-60% Equity | |
IA (formerly IMA) Sector | Mixed Investment 20-60% Shares | |
ISIN | GB00B4N2L746 | |
Fund Size (Mil) 29/06/2022 | GBP 1817.83 | |
Share Class Size (Mil) 30/06/2022 | GBP 880.63 | |
Max Initial Charge | - | |
Ongoing Charge 10/02/2022 | 1.42% |
Morningstar Research |
Analyst Report |
Jupiter Merlin Income 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 chare 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 Income I Acc |
To provide income together with the prospect of capital growth to provide a return, net of fees, that is higher than the IA Mixed Investment 20%-60% Shares 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. |
Returns | |||||||||||||
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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 Mixed Investment 20-60%Shares | Morningstar UK Mod Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Jupiter Merlin Income I Acc | 31/05/2022 |
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