Jupiter Merlin Moderate Select I GBP Acc

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

At least 70% of the fund is invested in collective investment schemes with exposure to shares of companies globally, fixed interest securities, derivatives, commodities, or property. The fund also has a minimum 25% exposure to schemes managed by Jupiter and its associates, as well as exposure to shares of companies ranging from 20% to 60%. Additionally, up to 30% of the fund may be invested in other transferable securities such as exchange traded commodities, cash, near cash, money market instruments, and deposits.

This fund may not be suitable for investors who plan to withdraw their capital within 5 years due to its long-term investment objective. Additionally, the use of derivatives in the fund's strategy aims to reduce overall costs and risks, but may also introduce additional risks to the fund.

https://www.jupiteram.com/uk/en/institutional/product-page/jupiter-merlin-moderate-select-j-gbp-inc/