Jupiter Merlin Balanced Portfolio L AccRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 3.2 | 13.6 | -3.9 | 7.7 | 4.7 |
![]() | +/-Cat | -2.0 | 2.5 | 6.2 | -0.7 | -1.8 |
![]() | +/-B’mrk | -1.3 | 1.3 | 3.4 | -3.0 | -3.6 |
Category: GBP Allocation 60-80% Equity | ||||||
Category Benchmark: Morningstar UK Mod Adv Tgt ... |
Key Stats | ||
NAV 14/08/2024 | GBX 251.91 | |
Day Change | 1.01% | |
Morningstar Category™ | GBP Allocation 60-80% Equity | |
IA (formerly IMA) Sector | Mixed Investment 40-85% Shares | |
ISIN | GB0031845141 | |
Fund Size (Mil) 17/07/2024 | GBP 1993.45 | |
Share Class Size (Mil) 14/08/2024 | GBP 274.97 | |
Max Initial Charge | - | |
Ongoing Charge 31/05/2024 | 2.25% |
Morningstar Research |
Analyst Report | 20/03/2024 Tom Mills, Senior Analyst Morningstar, Inc |
Jupiter Merlin Balanced Portfolio benefits from an experienced team with a consistent focus on investing in active managers, founded on a long-term capital preservation mindset. Its Morningstar Analyst Rating remains Neutral for all share... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 23 |
Process | 24 |
Performance | |
Price |
Investment Objective: Jupiter Merlin Balanced Portfolio L Acc |
To provide a return, through a combination of capital growth and income, net of fees, over the long term (at least five years). At least 70% of the Fund is invested in collective investment schemes. Up to 30% of the Fund may be invested in other assets, including shares of companies and cash and near cash. The Fund will have exposure (direct and/or indirect) of 40% to 85% (typically between 65% to 85%) to shares of companies. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
John Chatfeild-Roberts 01/10/2002 | ||
Algy Smith-Maxwell 01/10/2002 | ||
Click here to see others | ||
Inception Date 01/10/2002 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
IA Mixed Invest 40 - 85% Shares | Morningstar UK Mod Adv Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Jupiter Merlin Balanced Portfolio L Acc | 31/07/2024 |
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