Wealth Manager - the site for professional investment managers

Register to get unlimited access to Citywire’s fund manager database. Registration is free and 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.

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.

Related Fund Managers

John Chatfeild-Roberts
John Chatfeild-Roberts
115/122 in Mixed Assets - Balanced GBP (Performance over 3 years) Average Total Return: 4.42%
Algy Smith-Maxwell
Algy Smith-Maxwell
116/122 in Mixed Assets - Balanced GBP (Performance over 3 years) Average Total Return: 4.42%
Henry Stipp
Henry Stipp
2/15 in Bonds - Emerging Markets Global Hard Currency (Performance over 3 years) Average Total Return: 9.03%
Ariel Bezalel
Ariel Bezalel
1/77 in Bonds - Global (Performance over 3 years) Average Total Return: 19.91%
Philip Milburn
Philip Milburn
10/11 in Bonds - Sterling High Yield (Performance over 3 years) Average Total Return: 10.83%
Richard Woolnough
Richard Woolnough
33/55 in Bonds - Sterling Corporate Bond (Performance over 3 years) Average Total Return: 13.19%
Adrian Frost
Adrian Frost
53/81 in Equity - UK Equity Income (Performance over 3 years) Average Total Return: 20.47%
Adrian Gosden
Adrian Gosden
55/81 in Equity - UK Equity Income (Performance over 3 years) Average Total Return: 19.96%
Neil Woodford
Neil Woodford
16/81 in Equity - UK Equity Income (Performance over 3 years) Average Total Return: 32.94%
Ben Whitmore
Ben Whitmore
44/81 in Equity - UK Equity Income (Performance over 3 years) Average Total Return: 21.59%
Stuart Rhodes
Stuart Rhodes
53/57 in Equity - Global Equity Income (Performance over 3 years) Average Total Return: 7.06%
Jason Pidcock
Jason Pidcock
100/107 in Equity - Asia Pacific Excluding Japan (Performance over 3 years) Average Total Return: -10.57%
Peter Lawery
Peter Lawery
Your Business: Cover Star Club

Profile: how poet Feeney helped Old Mutual Wealth blossom

Profile: how poet Feeney helped Old Mutual Wealth blossom

Old Mutual Wealth's boss resorted to a somewhat unconventional medium to deliver his vision for the national wealth giant.

Wealth Manager on Twitter