New Model Adviser - For professional financial planners

Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Jupiter Merlin Income Portfolio

Citywire Selection verdict: This relatively cautious fund aims to achieve high income with capital growth by investing across the asset class spectrum. It currently has prominent stakes in a basket of UK blue-chip equity funds, high yielding global equities and gold, as well as a third in a diverse range of strategic income funds. Their healthy balance has kept this fund on top of its peer group over the long term and their moves are closely watched by the investment community. This is towards the most defensive end of mixed asset investments for a sterling investor.

Share this story

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.
More Content
7231.04 -103 1.41% 04:35
More Content

Related Fund Managers

John Chatfeild-Roberts
John Chatfeild-Roberts
51/146 in Mixed Assets - Balanced GBP (Performance over 3 years) Average Total Return: 20.18%
Algy Smith-Maxwell
Algy Smith-Maxwell
52/146 in Mixed Assets - Balanced GBP (Performance over 3 years) Average Total Return: 20.18%
Adrian Gosden
Adrian Gosden
69/205 in Equity - UK (All Companies) (Performance over 1 year) Average Total Return: 2.07%
Ariel Bezalel
Ariel Bezalel
25/47 in Bonds - Sterling Strategic Bond (Performance over 3 years) Average Total Return: 11.7%
Richard Woolnough
Richard Woolnough
50/72 in Bonds - Sterling Corporate Bond (Performance over 3 years) Average Total Return: 11.92%
Philip Milburn
Philip Milburn
29/72 in Bonds - Sterling Corporate Bond (Performance over 3 years) Average Total Return: 14.19%
Adrian Frost
Adrian Frost
36/91 in Equity - UK Equity Income (Performance over 3 years) Average Total Return: 25.22%
Ben Whitmore
Ben Whitmore
23/91 in Equity - UK Equity Income (Performance over 3 years) Average Total Return: 27.54%
Neil Woodford
Neil Woodford
115/115 in Equity - Global Equity Income (Performance over 1 year) Average Total Return: -9.28%
Stuart Rhodes
Stuart Rhodes
6/88 in Equity - Global Equity Income (Performance over 3 years) Average Total Return: 47.9%
Jason Pidcock
Jason Pidcock
118/149 in Equity - Asia Pacific Excluding Japan (Performance over 3 years) Average Total Return: 43.51%
Peter Lawery
Peter Lawery
Henry Stipp
Henry Stipp
More Content

BUSINESS

AJ Bell reports big spike in profits in maiden results

AJ Bell reports big spike in profits in maiden results

Customer numbers at AJ Bell climbed 9% over the six months to the end of March, driving a 27% increase in pre-tax profit

ADVICE

5 Comments British Steel: FSCS pays over £3.5m for Active Wealth (UK) claims

British Steel: FSCS pays over £3.5m for Active Wealth (UK) claims

Claims against Active Wealth (UK), one of the firms that lost its pension transfer permissions over concerns about advice given to steelworkers, have seen the FSCS payout £3.59 million

twitter_banner

INVESTMENT