Jupiter Merlin Income Portfolio L 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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capital growthincomeia mixed investment 20%-60% shares sector
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OTHER SHARE CLASSES OF THIS FUND
Jupiter Merlin Income I Acc
Jupiter Merlin Income I Acc
Jupiter Merlin Income I Acc
Annual Return
-50%0%+50%
Risk level
110
-1.20%GBP 4.59
Jupiter Merlin Income J Inc
Jupiter Merlin Income J Inc
Jupiter Merlin Income J Inc
Annual Return
-50%0%+50%
Risk level
110
-1.20%GBP 1.55
Jupiter Merlin Income Portfolio Fund L Acc
Jupiter Merlin Income Portfolio Fund L Acc
Jupiter Merlin Income Portfolio Fund L Acc
Valor: 384517
Annual Return
-50%0%+50%
Risk level
110
-1.21%GBP 4.22
Jupiter Merlin Income I Inc
Jupiter Merlin Income I Inc
Jupiter Merlin Income I Inc
Valor: 13995259
Annual Return
-50%0%+50%
Risk level
110
-1.20%GBP 1.67
Jupiter Merlin Income J Acc
Jupiter Merlin Income J Acc
Jupiter Merlin Income J Acc