Jupiter Merlin Balanced Portfolio L Acc header image

Jupiter Merlin Balanced Portfolio L Acc

Fund

ISIN GB0031845141 / Valor 1496097

NAV (2024-12-24)
GBP 2.59+0.44%

Jupiter Merlin Balanced Portfolio L Acc
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General Objective

The fund aims to provide a return, through a combination of capital growth and income, over the long-term (at least five years).

Fund Exposure

At least 70% of the Fund is invested in collective investment schemes with exposure to shares of companies globally, fixed interest securities, derivatives, commodities, or property. The Fund will have exposure to shares of companies ranging from 40% to 85%. Up to 30% of the Fund may be invested in other transferable securities such as exchange traded commodities, cash, near cash, money market instruments, and deposits.

Risks

This fund may not be suitable for investors who plan to withdraw their capital within 5 years due to its long-term investment objective and exposure to various asset classes and securities. Additionally, the use of derivatives in the Fund's strategy may introduce additional risks.

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Source

https://www.jupiteram.com/en/UK/Investor/fund/Jupiter-Merlin-Balanced-Portfolio-I-Acc-GBP-GB00B4351D99

Tags:
global equities multi asset ia mixed investment 40%-85% shares sector

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