Jupiter Merlin Moderate Select J GBP Inc header image

Jupiter Merlin Moderate Select J GBP Inc

Fund

ISIN GB00BMWRV435 / Valor null

NAV (2025-11-14)
GBP 1.15-1.13%

Jupiter Merlin Moderate Select J GBP Inc
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Jupiter Merlin Moderate Select seeks long-term capital growth and income by investing primarily in a diversified portfolio where over 70% is allocated to collective investment schemes. These schemes include global shares, fixed interest securities, derivatives, commodities, and property, with about 40-70% managed by Jupiter and its partners. Additionally, the fund holds roughly 40-50% in shares of various companies worldwide and may allocate up to 30% to other transferable securities like exchange-traded commodities, cash, and money market instruments. The fund may also use derivatives to help manage its overall costs and risks.

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Tags:
global equities collective investment arc sterling balanced asset private client index

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OTHER SHARE CLASSES OF THIS FUND

Jupiter Merlin Moderate Select I GBP Inc
Jupiter Merlin Moderate Select I GBP Inc Jupiter Merlin Moderate Select I GBP Inc
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Annual Return

-50%0%+50%

Risk level

110
-1.13%GBP 1.15
Jupiter Merlin Moderate Select I GBP Acc
Jupiter Merlin Moderate Select I GBP Acc Jupiter Merlin Moderate Select I GBP Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.12%GBP 1.22
Jupiter Merlin Moderate Select J GBP Acc
Jupiter Merlin Moderate Select J GBP Acc Jupiter Merlin Moderate Select J GBP Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.13%GBP 1.21