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SKANDIA JUPITER MERLIN BALANCED LF - Fund overview

No Bestinvest rating

Overview of SKANDIA JUPITER MERLIN BALANCED LF

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. SKANDIA JUPITER MERLIN BALANCED LF does not fall into either of these categories at present.

Standard Initial Charge

No data available.

Fund summary

Sector	–
Product type	INSURANCE BOND
Launched	January, 2007
Size	£19m
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	104.90p

Fund Charges

Standard Initial charge	–
Initial charge via Bestinvest	–
Additional bid/offer spread	4.98%
Annual management charge	1.00%
Total expense ratio	1.00%
Reduction in yield (10yr)	1.50%

Bestinvest says

No information available.

Portfolio

skandia jupiter merlin balanced lf asset allocation illustration

Allocation		Proportion

	Equity	64%
	High yield bonds	–
	Quality bonds	25%
	Property	–
	Commodities	6%
	Hedge	–
	Fund cash	5%

skandia jupiter merlin balanced lf equity geographic illustration

Allocation		Proportion

	UK	51%
	Europe	0%
	Nth America	30%
	Japan	4%
	Pacific	6%
	Other Equity	9%

skandia jupiter merlin balanced lf equity capitalisation illustration

Allocation		Proportion

	Large Caps	55%
	Mid Caps	30%
	Small Caps	15%

View all performance data for SKANDIA JUPITER MERLIN BALANCED LF

Investment process

The fund aims to achieve long term capital growth together with income through a fund of funds approach. Up to 85% of the portfolio will be held in international equities, with the balance invested in fixed interest securities, according to market conditions.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

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