Jupiter Merlin Income Portfolio Fund L Acc
ISIN GB0003629374 / Valor 384517
Jupiter Merlin Income Portfolio Fund L Acc
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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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