Jupiter Investment Fund - Jupiter Merlin Real Return Portfolio - Class D EUR AccRegister to Unlock Ratings |
Performance History | 30/06/2022 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | -2.3 | 1.4 | 5.4 | 1.5 | -7.1 |
![]() | +/-Cat | 1.2 | 1.1 | 0.9 | 3.8 | -6.4 |
![]() | +/-B’mrk | -2.0 | -0.9 | -4.2 | 5.3 | 1.0 |
Category: Multistrategy EUR | ||||||
Category Benchmark: Morningstar EU Cau Gbl Tgt ... |
Key Stats | ||
NAV 05/07/2022 | EUR 12.63 | |
Day Change | 0.79% | |
Morningstar Category™ | Multistrategy EUR | |
ISIN | LU0949319163 | |
Fund Size (Mil) 05/07/2022 | EUR 70.86 | |
Share Class Size (Mil) 06/07/2022 | EUR 0.81 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 10/02/2022 | 1.72% |
Investment Objective: Jupiter Investment Fund - Jupiter Merlin Real Return Portfolio - Class D EUR Acc |
The investment objective of the Portfolio is to achieve real returns over a 3 year rolling period. The investment policy is to invest predominantly in Underlying Funds, including exchange traded funds (ETFs) and closed ended funds qualifying as transferable securities within the meaning of article 41 of the Law across several management groups. The Underlying Funds invest predominantly in international equities and bonds. To the extent permitted by the Investment Restrictions, the Fund may also invest in Underlying Funds investing in or seeking exposure to commodities and property. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Algy Smith-Maxwell 31/01/2013 | ||
John Chatfeild-Roberts 01/09/2015 | ||
Click here to see others | ||
Inception Date 30/10/2014 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Euribor 3 Month EUR | Morningstar EU Cau Gbl Tgt Alloc NR EUR |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Jupiter Investment Fund - Jupiter Merlin Real Return Portfolio - Class D EUR Acc | 31/05/2022 |
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