The Jupiter Merlin Income Portfolio ISA is an actively managed fund of funds and sits within the cautious managed sector, and aims to achieve a high and growing income with some potential for capital growth by investing predominately in unit trusts, OEICs and other collective investment schemes.
It could be suitable for investors seeking to hold a well-diversified portfolio of income producing funds our managers believe capable of producing superior total returns.
See below for the discount you will receive by investing through the Fair Investment ISA and Investment Account and to view the latest factsheet and fund brochure.
| Income Yield | 3.60%** |
| 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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To invest or transfer into the Jupiter Merlin Income Portfolio ISA, fill in the form 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
**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.