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Aberdeen American Growth
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Schroder UK Mid 250
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Jupiter Merlin UK Growth

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Fund Performance

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FE Trustnet Pension

Factsheet

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See Jupiter Merlin Income fund as a life fund

See underlying Jupiter Merlin Income fund

Alico Jupiter Merlin Income Portfolio Pn

Underlying Fund

Jupiter Merlin Income

FE Crown Rating ( Underlying )

Fund Objective ( Underlying )

To achieve a high and rising income with some potential for capital growth by investing predominantly in unit trusts, OEICs, Exchange Traded Funds and other collective investment schemes across several management groups. The underlying funds invest in equities, fixed interest stocks, commodities and property, principally in the UK.

Fund Manager ( Underlying )

Peter Lawery

Domicile

United Kingdom

Sector

Mixed Investment 20%-60% Shares

Currency

GBP

Primary Asset Class

Mixed Asset

Fund Size

GBP 2.82m as at 31-May-2012

Downloads ( Underlying )

	Key Features
	Long Reports - Interim
	Manager's Report - Interim
	Long Reports - Final
	Manager's Report - Final
	(KIID) Key Investor Information
	Provider's own Factsheet

Unit Name Alico Jupiter Merlin Income Portfolio Pn RA GBP Add this unit to Basket
Inc/Acc Accumulating Citicode B6B0 Initial Charge n/a	Unit Currency GBP ISIN GB00B2B00C43 Annual Charge n/a
Bid GBP 1.66 Offer GBP 1.75	Change (Offer) -0.01 (-0.74%) 24-May-2013
Unit LaunchDate 03-Dec-2007

Unit Name Alico Jupiter Merlin Income Portfolio Pn GBP Add this unit to Basket
Inc/Acc Accumulating Citicode Q834 Initial Charge n/a	Unit Currency GBP ISIN Annual Charge n/a
Bid GBP 1.64 Offer GBP 1.73	Change (Offer) -0.01 (-0.75%) 24-May-2013
Unit LaunchDate 14-Nov-2005

Performance Overview

Cumulative Performance

	YTD	3m	6m	1y	3y	5y
Fund	10.21	5.39	11.63	20.31	29.21	42.70
Sector	8.70	4.43	10.51	17.34	28.97	31.99

Discrete Performance (%)

	2012	2011	2010	2009	2008
Fund	10.21	-2.24	12.72	17.77	-11.48
Sector	9.44	0.04	10.15	17.24	-16.12

Asset Allocation ( Underlying )

Asset Class

% of Fund

Fixed Interest

35.31

Other

31.71

UK Equities

31.19

Cash

1.79

Regional Breakdown ( Underlying )

Region

% of Fund

Fixed Interest

35.31

Other

31.71

United Kingdom

31.19

Cash

1.79

Sector Breakdown ( Underlying )

No breakdown data available.

All prices in Pence Sterling (GBX) unless otherwise specified. Price performance figures are calculated on a bid price to bid price basis with net income (dividends) reinvested. Performance figures are shown in Sterling.

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