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Jupiter – Jupiter Merlin Balanced Fund

Jupiter

Jupiter Merlin Balanced Fund

Type: Unit trust fund of funds

Aim: Income and growth by investing globally in equities and in bonds through investment funds

Minimum investment: Lump sum 500, monthly 100, Isa lump sum 1,000, monthly 50

Investment split: 70% equities, 30% bonds

Isa link: Yes

Pep transfers: Yes

Charges: Initial 5.25%, annual 1.5%

Commission: Initial 3%, renewal 0.5%

Special offer: Initial commission increased to 4.25% on lump sum investments

Offer period: Until October 31, 2005

Tel: 020 7314 7699

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