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
109/139 in Mixed Assets - Balanced GBP (Performance over 3 years) Average Total Return: 16.08%
Algy Smith-Maxwell
Algy Smith-Maxwell
110/139 in Mixed Assets - Balanced GBP (Performance over 3 years) Average Total Return: 16.08%
Henry Stipp
Henry Stipp
7/28 in Bonds - Emerging Markets Global Hard Currency (Performance over 3 years) Average Total Return: 35.43%
Ariel Bezalel
Ariel Bezalel
30/51 in Bonds - Sterling Strategic Bond (Performance over 3 years) Average Total Return: 13.13%
Richard Woolnough
Richard Woolnough
53/68 in Bonds - Sterling Corporate Bond (Performance over 3 years) Average Total Return: 15.57%
Adrian Frost
Adrian Frost
40/83 in Equity - UK Equity Income (Performance over 3 years) Average Total Return: 24.94%
Neil Woodford
Neil Woodford
121/122 in Equity - Global Equity Income (Performance over 3 months) Average Total Return: -3.86%
Ben Whitmore
Ben Whitmore
78/122 in Equity - Global Equity Income (Performance over 3 months) Average Total Return: 1.17%
Stuart Rhodes
Stuart Rhodes
47/73 in Equity - Global Equity Income (Performance over 3 years) Average Total Return: 35.25%
Jason Pidcock
Jason Pidcock
119/122 in Equity - Asia Pacific Excluding Japan (Performance over 3 years) Average Total Return: 20.38%
Peter Lawery
Peter Lawery
Adrian Gosden
Adrian Gosden
Philip Milburn
Philip Milburn
Your Business: Cover Star Club

Profile: 'for the first time since 1981, I have to watch politics'

Profile: 'for the first time since 1981, I have to watch politics'

James Hambro & Partners’ William Francklin says he is having to factor politics into his thinking for the first time in his 36-year career

Wealth Manager on Twitter