Jupiter Merlin Growth Portfolio Fund L IncRegister to Unlock Ratings |
Performance History | 29/02/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 5.0 | 17.0 | -6.2 | 10.7 | 1.9 | |
+/-Cat | -1.9 | 3.4 | 3.6 | 1.3 | -0.5 | |
+/-B’mrk | -1.0 | 0.7 | -0.4 | -1.7 | -1.4 | |
Category: GBP Allocation 80%+ Equity | ||||||
Category Benchmark: Morningstar UK Adv Tgt Allo... |
Key Stats | ||
NAV 28/03/2024 | GBX 592.76 | |
Day Change | 0.34% | |
Morningstar Category™ | GBP Allocation 80%+ Equity | |
IA (formerly IMA) Sector | Flexible Investment | |
ISIN | GB0003629150 | |
Fund Size (Mil) 26/03/2024 | GBP 1752.31 | |
Share Class Size (Mil) 27/03/2024 | GBP 39.23 | |
Max Initial Charge | - | |
Ongoing Charge 16/02/2024 | 2.24% |
Morningstar Research |
Analyst Report | 20/03/2024 Tom Mills, Senior Analyst Morningstar, Inc |
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... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 23 |
Process | 24 |
Performance | |
Price |
Investment Objective: Jupiter Merlin Growth Portfolio Fund L Inc |
To provide a return, through a combination of capital growth and income, net of fees, 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 and cash and near cash. Typically the Fund will have at least 75% exposure (direct and/or indirect) to shares of companies. |
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 11/09/1992 |
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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 Portfolio Fund L Inc | 31/01/2024 |
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