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Jupiter Merlin Conservative Portfolio GBP Acc

Ranked 333 out of 349 in - Balanced over 12 months
All calculations are in GBP

Objective

To achieve long term capital growth with income.

Performance

Balanced over : 31/07/2013 - 31/07/2014

Total Return

Quarterly Performance

to 31/07/2014 Annual Q1 Q2 Q3 Q4
2014 1.1% 0.3% 1.0% -0.2%
2013 3.7% 6.0% -3.3% 0.2% 1.0%
2012 0.9% 0.9%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/04/2014

Top 10 Holdings

Stock Size
Jupiter Corporate Bond I Inc 33.57
Jupiter Strategic Bond I Inc GBP 19.71
Royal London UK Equity Income Z 11.02
Odey Allegra Developed Markets STI 9.76
Jupiter UK Special Situations I Inc 9.74
GBP Cash 6.77
GLG Strategic Bond Professional Acc C GBP 5.69
ETFS Physical Gold 3.73
31/03/2014

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date28/09/2012
  • Share Class size31Mn
  • Base currencyGBP
  • ISIN GB00B8GDMB34

Purchase Info

  • Min. initial investment500
  • Min. additional investment50

Charges

  • Annual management1.3%
  • Initial investment5.25

Related News

AA-rated ex-Rathbones manager added to Merlin Portfolios

The Jupiter Merlin team has added the Evenlode Income fund, managed by Rathbones alumnus Hugh Yarrow, to two of its portfolios.

Chatfeild-Roberts spooked by emerging market inflation threat

Citywire Selection manager John Chatfeild-Roberts has reduced his exposure to emerging markets across his Jupiter Merlin portfolios on fears of the growing inflation threat in the region.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in GBP).