fund
JUPITER MERLIN GROWTH PORTFOLIO L
A well managed fund of funds investing primarily in equity funds worldwide.
PRICE (INC)
542.98p
PRICE (ACC)
559p
INITIAL CHARGE
5.25%
0%
ANNUAL MANAGEMENT CHARGE
1.5%
ONGOING CHARGE
2.45%
YIELD
0%
1 YEAR
4.63%Prices as at 06 Dec 2023.
We don’t currently provide commentary on this fund.
Past performance is not an indication of future performance.
Capital at risk.
To provide a return, through a combination of capital growth and income, net of fees, over the long term (at least five years). At least 70% of the Fund is invested in collective investment schemes. Up to 30% of the Fund may be invested in other assets, including shares of companies and cash and near cash. Typically the Fund will have at least 75% exposure (direct and/or indirect) to shares of companies.
Fund summary
| Sector | Flexible Investment |
|---|---|
| Structure | UNIT TRUST |
| Launched | September 1992 |
| Size | £1,640m |
| Yield | 0% |
| Dividends paid | April, October |
Charges
| Standard Initial Charge | 5.25% |
|---|---|
| Initial Charge Via BestInvest | 0% |
| Additional Bid/Offer Spread | 0% |
| Annual Management Charge | 1.5% |
| Ongoing Charges Figure | 2.45% |
Investment Process
The information on this website is not intended to be advice or a recommendation to buy, sell or hold any investment mentioned. The value of investments and the income from them can go down as well as up and you may not get back the amount invested.
Past performance is not a guide to future performance. View full risk warning