Jupiter Merlin Income and Growth Select Fund J Inc header image

Jupiter Merlin Income and Growth Select Fund J Inc

Fund

ISIN GB00BJJQ4F46 / Valor null

NAV (2025-12-12)
GBP 1.18+0.75%

Jupiter Merlin Income and Growth Select Fund J Inc
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Jupiter Merlin Income & Growth Sel aims for long-term income and growth by investing primarily in a diverse global mix of stocks, bonds, and cash through ETFs and mutual funds. Approximately 65-75% of the portfolio is allocated to company shares, including at least 25% in UK-based equities or sterling-related securities. The fund also holds fixed-interest debt, money market instruments, and cash, making up to 30% of its investments in transferable securities and liquid assets. A significant portion of the investments is managed by Jupiter or its associates, and the fund may use derivatives mainly to manage costs and risks.

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Tags:
msci world global equities fixed interest

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OTHER SHARE CLASSES OF THIS FUND

Jupiter Merlin Income and Growth Select Fund I Acc
Jupiter Merlin Income and Growth Select Fund I Acc Jupiter Merlin Income and Growth Select Fund I Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.76%GBP 1.69
Jupiter Merlin Income and Growth Select Fund L Acc
Jupiter Merlin Income and Growth Select Fund L Acc Jupiter Merlin Income and Growth Select Fund L Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.75%GBP 1.50
Jupiter Merlin Income and Growth Select Fund L Inc
Jupiter Merlin Income and Growth Select Fund L Inc Jupiter Merlin Income and Growth Select Fund L Inc Valor: 427112
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.76%GBP 1.16
Jupiter Merlin Income and Growth Select Fund I Inc
Jupiter Merlin Income and Growth Select Fund I Inc Jupiter Merlin Income and Growth Select Fund I Inc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.75%GBP 1.30
Jupiter Merlin Income and Growth Select Fund J Acc
Jupiter Merlin Income and Growth Select Fund J Acc Jupiter Merlin Income and Growth Select Fund J Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.75%GBP 1.53