Unlock stock picks and a broker-level newsfeed that powers Wall Street. Upgrade Now
LSE - Delayed Quote GBP

Jupiter Merlin Growth Portfolio Fund I Inc (0P0000X9VO.L)

6.81
-0.01
(-0.16%)
At close: February 19 at 8:00:00 PM GMT

Fund Summary

null

Jupiter Merlin Growth Portfolio Fund I Inc

70 Victoria Street
+44 20 3817 1000

Fund Overview

Category --
Fund Family Jupiter Unit Trust Managers Ltd
Net Assets 1.74B
YTD Return 5.66%
Yield 1.46%
Morningstar Rating
Inception Date Sep 11, 1992

Fund Operations

Last Dividend --
Last Cap Gain --
Holdings Turnover 60.26%
Average for Category --

Fees & Expenses

Expense 0P0000X9VO.L Category Average
Annual Report Expense Ratio (net) 0.00% --
Prospectus Net Expense Ratio 0.00% --
Prospectus Gross Expense Ratio 0.00% --
Max 12b1 Fee -- --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

George is an Assistant Fund Manager in the Jupiter Independent Funds Team. George began his investment career in 2018. He has a degree in History and holds the CFA UK – Investment Management Certificate.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Related Tickers

BIPSX ProFunds Biotechnology UltraSector Fund
24.57
+1.95%
 
BIPIX ProFunds Biotechnology UltraSector Fund
47.14
+1.95%
 
TARKX Tarkio
29.51
0.00%
 
KSCYX Kinetics Small Cap Opportunities Inst
201.32
+0.20%
 
KSOAX Kinetics Small Cap Opportunities Adv A
187.86
+0.20%
 
KSOCX Kinetics Small Cap Opportunities Adv C
175.62
+0.20%
 
FSPHX Fidelity Select Health Care
28.52
+1.39%
 
FSHCX Fidelity Select Health Care Svcs Port
109.82
+1.38%
 
BPTRX Baron Partners Retail
204.10
+1.32%
 
BPTUX Baron Partners R6
213.14
+1.31%
 
BPTIX Baron Partners Institutional
213.19
+1.31%
 
MLXIX Catalyst Energy Infrastructure I
30.07
0.00%
 
CNPSX Consumer Staples UltraSector ProFund Svc
67.45
+1.25%
 
VFPIX Private Capital Management Value Fund
19.40
-0.92%
 
CNPIX Consumer Staples UltraSector ProFund Inv
77.59
+1.24%
 
FSMEX Fidelity Select Medical Tech and Devcs
65.99
+1.18%
 
RYELX Rydex Electronics A
398.45
+1.13%
 
RYSIX Rydex Electronics Inv
439.80
+1.13%
 
RYSAX Rydex Electronics H
385.83
+1.13%
 
ENPSX ProFunds UltraSector Energy Fund
36.89
+1.12%
 
ENPIX ProFunds UltraSector Energy Fund
43.50
+1.12%
 
SGGDX First Eagle Gold A
30.56
0.00%
 
FEURX First Eagle Gold R6
31.74
0.00%
 
FEGOX First Eagle Gold C
27.51
0.00%
 
IRSOX Voya Target Retirement 2040 I
15.37
-0.13%
 
KINCX Kinetics Internet Adv C
80.00
+1.05%
 
KINAX Kinetics Internet Adv A
98.43
+1.05%
 
WWWFX Kinetics Internet No Load
109.26
+1.05%
 
PRHSX T. Rowe Price Health Sciences
83.57
+1.04%
 
THISX T. Rowe Price Health Sciences I
83.78
+1.04%
 
IRSQX Voya Target Retirement 2050 I
15.69
-0.13%
 
IRSVX Voya Target Retirement 2055 I
15.19
-0.13%
 
SHSSX BlackRock Health Sciences Opps Instl
71.73
+1.00%
 
SHSKX BlackRock Health Sciences Opps K
71.86
+1.00%
 
SHISX BlackRock Health Sciences Opps Svc
66.96
+1.00%
 
BHSRX BlackRock Health Sciences Opportunities Portfolio
64.16
+0.99%
 
SHSCX BlackRock Health Sciences Opps Inv C
53.23
+0.99%
 
SHSAX BlackRock Health Sciences Opps Inv A
66.57
+0.99%
 
JFNIX Janus Henderson Global Life Sciences Fund
71.94
+0.98%
 
JFNSX Janus Henderson Global Life Sciences Fund
68.09
+0.98%
 
JAGLX Janus Henderson Global Life Sciences T
71.35
+0.98%
 
JFNNX Janus Henderson Global Life Sciences Fund Class N Shares
71.65
+0.97%
 
JFNCX Janus Henderson Global Life Sciences Fund
60.33
+0.97%
 
JNGLX Janus Henderson Global Life Sciences D
71.80
+0.97%
 
JFNAX Janus Henderson Global Life Sciences Fund
70.04
+0.97%
 
FTGMX Franklin Growth Allocation R6
21.24
+0.05%
 
FSELX Fidelity Select Semiconductors
35.36
+0.86%
 
EGIIX Eaton Vance Greater India I
39.15
+0.85%
 
VASVX Vanguard Selected Value Fund
27.83
0.00%
 
SNOAX Easterly Snow Long/Short Opportunity A
33.99
0.00%
 
GBATX GMO Strategic Opportunities Allc III
17.17
+0.53%
 
SNOCX Easterly Snow Long/Short Opportunity C
31.66
0.00%
 
BHCFX Baron Health Care Fund
19.80
+0.81%
 
BHCUX Baron Health Care Fund
20.08
+0.80%
 
BHCHX Baron Health Care Fund
20.09
+0.80%
 
FIKGX Fidelity Advisor Semiconductors Z
94.79
+0.80%
 
FELAX Fidelity Advisor Semiconductors A
86.72
+0.79%
 
FELTX Fidelity Advisor Semiconductors M
80.39
+0.79%
 
FELIX Fidelity Advisor Semiconductors I
94.47
+0.79%
 
FELCX Fidelity Advisor Semiconductors C
67.75
+0.79%
 
EVTMX Eaton Vance Dividend Builder A
16.64
+0.79%
 
FSEAX Fidelity Emerging Asia
52.17
+0.75%
 
FEATX Fidelity Advisor Emerging Asia M
47.71
+0.74%
 
FERCX Fidelity Advisor Emerging Asia C
42.37
+0.74%
 
UPDDX Upright Growth & Income
21.91
+0.74%
 
FIJYX Fidelity Advisor Biotechnology Z
30.13
+0.74%
 
EIUTX Eaton Vance Dividend Builder Fund
16.61
+0.73%
 
FERIX Fidelity Advisor Emerging Asia I
52.68
+0.73%
 
FIQPX Fidelity Advisor Emerging Asia Z
52.74
+0.73%
 
FEAAX Fidelity Advisor Emerging Asia A
50.12
+0.72%
 
DRESX Driehaus Emerging Markets Small Cap Growth Fund
21.12
+0.72%
 
MNOZX Manning & Napier Overseas Series Z
34.95
-1.27%
 
MNOWX Manning & Napier Overseas Series W
35.07
-1.24%
 
DGIFX Disciplined Growth Investors
25.59
+0.71%
 
SSHVX Sound Shore Institutional
40.03
+0.70%
 
UPAAX Upright Assets Allocation Plus
15.98
+0.69%
 
SSHFX Sound Shore Investor
39.32
+0.69%
 
MNOSX Manning & Napier Overseas Series S
34.97
-1.24%
 
LMVVX Lord Abbett Focused Small Cap Value R5
29.85
0.00%
 
LFVCX Lord Abbett Focused Small Cap Value C
28.45
0.00%
 
LMVWX Lord Abbett Focused Small Cap Value R6
29.95
0.00%
 
LMVOX Lord Abbett Focused Small Cap Value F3
29.95
0.00%
 
GMCDX GMO Emerging Country Debt Fund
20.44
-0.15%
 
BRIFX Baron Real Estate Income Retail
17.39
0.00%
 
JCNNX Janus Henderson Contrarian Fund
29.56
0.00%
 
JSVAX Janus Henderson Contrarian T
29.60
0.00%
 
GMOQX GMO Emerging Country Debt Fund
20.38
-0.15%
 
PJHRX PGIM Jennison Health Sciences R
32.38
+0.59%
 
PHSZX PGIM Jennison Health Sciences Z
45.02
+0.58%
 
FIUIX Fidelity Telecom and Utilities
34.85
+0.58%
 
JACNX Janus Henderson Contrarian D
29.63
0.00%
 
JCONX Janus Henderson Contrarian Fund
29.63
0.00%
 
PHLQX PGIM Jennison Health Sciences R6
45.48
+0.57%
 
PHLAX PGIM Jennison Health Sciences A
35.12
+0.57%
 
BRIUX Baron Real Estate Income R6
17.59
0.00%
 
BRIIX Baron Real Estate Income Institutional
17.61
0.00%
 
MISMX Matthews EM Sm Coms Instl
23.26
+0.56%
 
MSMLX Matthews EM Sm Coms Inv
23.29
+0.56%
 
PEIZX PGIM Jennison Value Fund
23.70
0.00%
 
QGIAX Pear Tree Quality Institutional
27.51
+0.55%