Jupiter Merlin Income Portfolio Fund L AccRegister to Unlock Ratings |
Performance History | 31/01/2025 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 10.3 | -7.2 | 5.2 | 5.5 | 3.6 |
![]() | +/-Cat | 2.2 | 3.2 | -2.4 | -1.3 | 1.1 |
![]() | +/-B’mrk | 2.3 | 2.0 | -4.1 | -3.1 | 0.9 |
Category: GBP Allocation 40-60% Equity | ||||||
Category Benchmark: Morningstar UK Mod Tgt Allo... |
Key Stats | ||
NAV 17/02/2025 | GBX 389.32 | |
Day Change | -0.08% | |
Morningstar Category™ | GBP Allocation 40-60% Equity | |
IA (formerly IMA) Sector | Mixed Investment 20-60% Shares | |
ISIN | GB0003629374 | |
Fund Size (Mil) 17/07/2024 | GBP 1644.21 | |
Share Class Size (Mil) 17/02/2025 | GBP 258.55 | |
Max Initial Charge | - | |
Ongoing Charge 15/10/2024 | 2.15% |
Morningstar Research |
Analyst Report | 20/03/2024 Tom Mills, Senior Analyst Morningstar, Inc |
Jupiter Merlin Income 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. The... | |
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 Income Portfolio Fund L Acc |
To provide a return, through a combination of income together with the prospect of 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. Up to 30% of the Fund may be invested in other assets, including shares of companies and cash and near cash. The Fund will have exposure (direct and/or indirect) of 20% to 60% (typically between 45% to 60%) 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 14/09/1992 |
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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 Portfolio Fund L Acc | 31/12/2024 |
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