On 5th April 2023, the Jupiter Multi Asset Income and Growth fund changed name to Jupiter Merlin Income and Growth Select fund.
The changes to the fund objective is shown below:
Previous Fund Objective:
- To provide income and capital growth over the long term (at least five years) by investing globally in shares of companies, fixed-interest debt securities, exchange traded funds (ETFs), open-ended funds (including funds managed or operated by Jupiter or an associate of Jupiter), cash, near cash, money market instruments and deposits.
New Fund Objective:
- To provide a return, through a combination of income and capital growth, net of fees, over the long term (at least five years) by investing at least 70% of the fund globally in collective investment schemes and exchange traded funds (ETFs) which give exposure to shares of companies, fixed-interest debt securities, money market instruments, deposits and cash.
The fund forms part of the Jupiter Select range, meaning that typically between 40% to 70% and at least 25% will be invested in funds managed or operated by Jupiter or an associate of Jupiter.
If this is something that may interest you, please get in touch. By using Fidelity FundsNetwork, we can offer you a low cost Pension investing in a choice of over 5,000 unit trust funds, investment trusts, exchange traded funds and both UK and International shares.
- uploaded - 17 April 2023