The Jupiter Merlin Portfolio invests predominately in unit trusts, OEICs, Exchange Traded funds and other collective investment schemes with the aim of achieving long-term capital growth with high income earnings.
To achieve this objective, the underlying funds invest in international equities, fixed interest stocks, commodities and property.
See below for the latest income yield, the discount you will receive by investing through us and to view the latest factsheet.
| Income Yield | 1.80%** |
| Standard Initial Charge | 5.25% |
| Initial Charge after Discount | 0.00% |
| Simplified Prospectus |
Not available
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| Factsheet |
View Factsheet »
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**Historic Yield reflects distributions declared over the past 12 months as a percentage of the mid-market price of the fund, as at the date shown. It does not include any initial (sales) charge and investors may be subject to tax on their distributions.
To invest or transfer into the Jupiter Merlin Balanced Portfolio fund, fill in the form on the right to receive:
- Our ISA and Investment Service pack
- 0.00% initial charge, discounted annual management charge
- Online access - view your investments online
- Access to our Investment Helpline