Jupiter Merlin Income and Growth Select Fund L Inc header image

Jupiter Merlin Income and Growth Select Fund L Inc

Fund

ISIN GB0004792684 / Valor 427112

NAV (2025-01-10)
GBP 1.05-0.08%

Jupiter Merlin Income and Growth Select Fund L Inc
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General Objective

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

Fund Exposure

At least 70% of the fund is invested globally in collective investment schemes and ETFs, giving exposure to shares of companies, fixed-interest debt securities, money market instruments, deposits, and cash. The fund has exposure to shares of companies, with at least 25% invested in UK-based companies or securities denominated in sterling.

Risks

The fund may use derivatives for investment purposes or to reduce costs and risks. The fund is actively managed, with investment decisions made to achieve the fund's objective, including asset selection, regional allocation, sector views, and overall market exposure.

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Source

https://www.jupiteram.com/uk/en/professional/product-page/jupiter-merlin-income-and-growth-select-i-gbp-acc/

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 Inc
Jupiter Merlin Income and Growth Select Fund I Inc Jupiter Merlin Income and Growth Select Fund I Inc
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Annual Return

-50%0%+50%

Risk level

110
-0.08%GBP 1.18
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
-0.07%GBP 1.48
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
-0.07%GBP 1.34
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
-0.08%GBP 1.32
Jupiter Merlin Income and Growth Select Fund J Inc
Jupiter Merlin Income and Growth Select Fund J Inc Jupiter Merlin Income and Growth Select Fund J Inc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.07%GBP 1.07