Legal & General Pension Jupiter Merlin Income Portfolio 3

Legal & General Pension Jupiter Merlin Income Portfolio

Fund code

Fund facts

Base currency
GBP
Domicile
United Kingdom

As at 31 Jan 2024

Fund aim

Benchmark

ABI Sector

Mixed Investment 20-60% Shares

Charges

Investment management charge2.11%
Additional expenses0.00%
Fund management charge2.11%

Performance

Source: Lipper

Performance (%)
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Change

    Performance summary (%)

    As at 31 Jan 2024

    CumulativeFund
    6 Months-
    Year to date-
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    AnnualisedFund
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    As at 31 Dec 2023

    CumulativeFund
    6 Months-
    Year to date-
    3 years-
    5 years-
    AnnualisedFund
    1 year-
    3 years-
    5 years-
    Rolling 12-month performance
    Calendar year performance
    Monthly performance
    Annualised performance

    Rolling 12-month performance to last quarter end (%)

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    Calendar year performance (%)

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    Annualised performance (%)

    1 year3 years5 years
    Fund---

    Annualised performance (%)

    1 year3 years5 years
    Fund---

    Performance for the unit class in GBP, launched on 01 April 2006. Source: Lipper.

    Past performance is not a guide to future returns. The value of your investment and any income taken from it is not guaranteed and may go up and down.

    Performance for the unit class in GBP, launched on 10 April 2006. Source: Lipper.

    Past performance is not a guide to future returns. The value of your investment and any income taken from it is not guaranteed and may go up and down.

    Portfolio

    As at 31 Jan 2024. All data source LGIM unless otherwise stated. Totals may not sum due to rounding.

    Sector (%)

    Top 10 holdings (%)

    Fund Manager

    Jupiter Independent Funds Team

    The Jupiter Independent Funds Team, which is headed by John Chatfeild-Roberts and also includes Algy Smith-Maxwell, Amanda Sillars, David Lewis and Alastair Irvine, manage funds that invest in other funds (known as 'multi-manager' funds). These offer differing mixes of stocks and shares, geographical weightings and bonds as well as property. John and his team bring their extensive experience to bear on the fund choices, while managing the asset class, regional and sectoral weightings as appropriate for each of the portfolios they manage.

    Prices

    Important Information

    The fund performance provided is: 

    • after all fund charges have been taken, but doesn't include any other product charges. Please see your product literature for more information on charges.
    • assuming all income generated by the investments remains within the fund

    Please bear in mind that past performance is not a guide to future returns. The value of an investment and any income taken from it is not guaranteed and may go down as well as up. You could get back less than you invest.

    Performance data source: Lipper. 

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