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Jupiter Merlin Income I Inc

Fund

ISIN GB00B6QMDC41 / Valor 13995259

NAV (2025-12-12)
GBP 1.69+0.68%

Jupiter Merlin Income I Inc
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The Jupiter Merlin Income Portfolio seeks to deliver both income and long-term capital growth by primarily investing in a diverse mix of collective investment schemes. These include global company shares, fixed interest securities, derivatives, commodities, and property, with around 45–60% allocated to equities. Additionally, up to 30% of the portfolio is invested in transferable securities such as exchange-traded commodities and money market instruments. The fund is actively managed, focusing on selecting top-performing fund managers to build a concentrated and high-conviction investment portfolio aimed at achieving strong, risk-adjusted returns.

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Tags:
capital growth income ia mixed investment 20%-60% shares sector

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OTHER SHARE CLASSES OF THIS FUND

Jupiter Merlin Income Portfolio Fund L Acc
Jupiter Merlin Income Portfolio Fund L Acc Jupiter Merlin Income Portfolio Fund L Acc Valor: 384517
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.68%GBP 4.28
Jupiter Merlin Income J Inc
Jupiter Merlin Income J Inc Jupiter Merlin Income J Inc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.68%GBP 1.57
Jupiter Merlin Income Portfolio L Inc
Jupiter Merlin Income Portfolio L Inc Jupiter Merlin Income Portfolio L Inc Valor: 384516
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.68%GBP 1.55
Jupiter Merlin Income I Acc
Jupiter Merlin Income I Acc Jupiter Merlin Income I Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.68%GBP 4.66
Jupiter Merlin Income J Acc
Jupiter Merlin Income J Acc Jupiter Merlin Income J Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.68%GBP 4.35