Jupiter Merlin Balanced Portfolio I Acc
ISIN GB00B4351D99 / Valor null
Jupiter Merlin Balanced Portfolio I Acc
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The Jupiter Merlin Balanced Portfolio aims for long-term growth and income by primarily investing between 65% to 85% in global company shares through Jupiter-managed and associated collective investment schemes. Up to 30% of the portfolio is allocated to other transferable securities such as exchange-traded commodities, cash, and money market instruments. Additionally, the fund utilizes derivatives to help manage costs and risks, resulting in a diversified and focused investment strategy designed to achieve strong risk-adjusted returns.
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