Jupiter Merlin Growth Portfolio Fund I Inc header image

Jupiter Merlin Growth Portfolio Fund I Inc

Fund

ISIN GB00B8K5LH40 / Valor null

NAV (2025-11-21)
GBP 7.27-0.64%

Jupiter Merlin Growth Portfolio Fund I Inc
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The Jupiter Merlin Growth Portfolio seeks long-term capital growth and income by primarily investing in a diverse range of investment funds, with at least 75% of its holdings in global company shares. It allocates a minimum of 70% to collective investment schemes managed by Jupiter or its affiliates, covering assets such as equities, fixed interest securities, derivatives, commodities, and property. Additionally, up to 30% of the portfolio is invested in other transferable securities like exchange-traded commodities, cash, and money market instruments. The fund emphasizes selecting top-performing active fund managers to create a focused and well-researched investment portfolio.

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global equities collective investment ia flexible investment sector

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OTHER SHARE CLASSES OF THIS FUND

Jupiter Merlin Growth Portfolio Fund J Inc
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Annual Return

-50%0%+50%

Risk level

110
-0.64%GBP 6.84
Jupiter Merlin Growth Portfolio Fund L Inc
Jupiter Merlin Growth Portfolio Fund L Inc Jupiter Merlin Growth Portfolio Fund L Inc Valor: 384514
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Annual Return

-50%0%+50%

Risk level

110
-0.64%GBP 6.79
Jupiter Merlin Growth Portfolio L Acc
Jupiter Merlin Growth Portfolio L Acc Jupiter Merlin Growth Portfolio L Acc Valor: 384515
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.64%GBP 7.03
Jupiter Merlin Growth Portfolio Fund J Acc
Jupiter Merlin Growth Portfolio Fund J Acc Jupiter Merlin Growth Portfolio Fund J Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.64%GBP 7.17
Jupiter Merlin Growth I Acc
Jupiter Merlin Growth I Acc Jupiter Merlin Growth I Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.64%GBP 7.82