Utmost Jupiter Merlin Growth Portfolio (0P0000N4NR)
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Utmost Jupiter Merlin Growth Portfolio Profile
| LSE Exchange | Netherlands Country |
Overview
The investment fund is primarily focused on long-term growth in EUR, alongside providing stable income, although income yields are considered of secondary importance. By investing in a mix of equities and debt securities from OECD countries, the fund aims to diversify its portfolio and mitigate risks associated with market fluctuations. The fund's strategy includes the allocation of assets across a range of securities, including high dividend equities and fixed income securities from both governmental and corporate issuers within the OECD. A portion of the fund's assets may also be allocated to securities from non-OECD issuers and various securitization vehicles or equivalent, reflecting a broad investment approach to achieve its objectives.
Products and Services
- Equities
The Sub-Fund invests in equities, including high dividend equities, focusing on companies that are primarily domiciled or listed in OECD countries. This includes a broad spectrum of sectors and industries, providing investors with the potential for capital growth over the long term.
- Fixed Income Securities
Investments in fixed income securities issued by governments and companies in OECD countries form a significant part of the Sub-Fund's portfolio. This approach aims to provide stable income and reduce volatility, supplementing the growth potential of equity investments.
- Non-OECD Issuers
Up to 20% of the Sub-Fund's net assets may be allocated to securities from non-OECD issuers. This allows for expanded investment opportunities and potential for higher returns, albeit with an increased risk profile.
- Securitisation Vehicles or Equivalent
The Sub-Fund may allocate up to 10% of its net assets in securitisation vehicles or equivalent, such as ABS, CDO, CLO, or any similar assets. These investments offer additional diversification and potential for income generation.
- UCITS and/or UCIs
Investment up to 10% of net assets in UCITS and/or UCIs, including regulated open-ended hedge funds, is permitted. This further diversifies the investment portfolio and may provide access to alternative investment strategies and asset classes.
