Jupiter Merlin Worldwide Portfolio
This is an archived 2011 ISA Guide Featured Fund.
Please see our funds for this year.
| TOTAL AMOUNT SAVED ON CHARGES ON A £10,680 INVESTMENT IS £560.70 |
|---|
| Normal Standard Initial Charge | 5.25% |
| Your Standard Initial Charge after Discount | 0% |
| Annual Management Charge | 1.50% |
| Total Expense Ratio* | 2.52% |
| Fund Unit Type | Acc & Inc |
| Dividend Payment Dates | Jul |
This is the most aggressive multi-manager fund from the Jupiter Merlin team headed by the legendary John Chatfeild-Roberts. It currently has considerable exposure to the US market and specialist funds including the BlackRock Gold & General fund.
IMA Sector: Global Growth
This award winning team was voted yet again Best Multi-Manager provider at the Money Marketing Awards 2010.
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*Total Expense Ratio (TER): This is the total of the Annual Management Charge plus any additional charges and expenses applied by the fund manager. Additional charges might cover, for example, fees paid to trustees. The amount of additional charges and expenses can be found by deducting the Annual Management Charge from the TER.
Algy Smith-Maxwell, John Chatfeild-Roberts & Peter Lawery
