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Jupiter Merlin Balanced Portfolio

JUPNEPA:LN
179.98
GBp
0.83
0.46%
As of 12:59 AM EDT 8/23/2017
Fund Type
Unit Trust
52Wk Range
159.87 - 181.58
1 Yr Return
10.11%
YTD Return
7.95%
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Previous Close
179.15
52Wk Range
159.87 - 181.58
1 Yr Return
9.40%
YTD Return
7.95%
Fund Type
Unit Trust
Objective
Global Allocation
Asset Class Focus
Mixed Allocation
Geographic Focus
Global
NAV (on 08/22/2017)
179.15
Total Assets (b GBP) (on 08/22/2017)
1.704
Inception Date
10/01/2002
Last Dividend (on 06/01/2017)
1.6776
Dividend Indicated Gross Yield
1.86%
Fund Managers
JOHN CHATFEILD-ROBERTS / ALGY SMITH-MAXWELL
Front Load Fee
5.25%
Back Load Fee
0.00%
Redemption Fee
0.00%
12b-1 Fee
-
Current Mgmt Fee
1.50%
Expense Ratio
2.35%
Profile
Jupiter Merlin Balanced Portfolio is an authorized unit trust incorporated in the United Kingdom. The aim of the Fund is to achieve long-term capital growth with income. The Fund will invest in international equities and fixed interest stocks, including Unit Trusts, OEICs and other collective investment schemes managed by several management groups.
Address
Jupiter Unit Trust Managers Ltd
P.O. Box 10666
Chelmsford CM99 2BG
United Kingdom
Phone
44-844-620-7600