Jupiter Merlin Conservative Select L Class Accumulation Units header image

Jupiter Merlin Conservative Select L Class Accumulation Units

Fund

ISIN GB00B8GDMB34 / Valor 20120045

NAV (2025-01-16)
GBP 0.68+0.98%

Jupiter Merlin Conservative Select L Class Accumulation Units
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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

The fund is primarily invested in collective investment schemes with exposure to shares of companies globally, fixed interest securities, derivatives, commodities, or property. It has a minimum 25% exposure to schemes managed by Jupiter and its associates, with at least 60% exposure to fixed interest securities and up to 35% exposure to shares of companies.

Risks

Investors should be aware that this fund may not be suitable for those planning to withdraw their capital within 5 years due to its long-term investment objective and potential market fluctuations.

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Source

https://www.jupiteram.com/uk/en/professional/product-page/jupiter-merlin-conservative-select-j-gbp-acc/

Tags:
fixed income global equities ia mixed investment

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OTHER SHARE CLASSES OF THIS FUND

Jupiter Merlin Conservative Select J Class Accumulation Units
Jupiter Merlin Conservative Select J Class Accumulation Units Jupiter Merlin Conservative Select J Class Accumulation Units
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Annual Return

-50%0%+50%

Risk level

110
0.98%GBP 0.69
Jupiter Merlin Conservative Select J Class Income Units
Jupiter Merlin Conservative Select J Class Income Units Jupiter Merlin Conservative Select J Class Income Units
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Annual Return

-50%0%+50%

Risk level

110
0.97%GBP 0.49
Jupiter Merlin Conservative Select I Class Income Units
Jupiter Merlin Conservative Select I Class Income Units Jupiter Merlin Conservative Select I Class Income Units
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Annual Return

-50%0%+50%

Risk level

110
0.98%GBP 0.55
Jupiter Merlin Conservative Select L Class Income Units
Jupiter Merlin Conservative Select L Class Income Units Jupiter Merlin Conservative Select L Class Income Units
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.99%GBP 0.48
Jupiter Merlin Conservative Select I Class Accumulation Units
Jupiter Merlin Conservative Select I Class Accumulation Units Jupiter Merlin Conservative Select I Class Accumulation Units
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.98%GBP 0.78