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
103/132 in Mixed Assets - Balanced GBP (Performance over 3 years) Average Total Return: 13.64%
Algy Smith-Maxwell
Algy Smith-Maxwell
104/132 in Mixed Assets - Balanced GBP (Performance over 3 years) Average Total Return: 13.64%
Henry Stipp
Henry Stipp
11/28 in Bonds - Emerging Markets Global Hard Currency (Performance over 3 years) Average Total Return: 42.12%
Ariel Bezalel
Ariel Bezalel
28/78 in Bonds - Global (Performance over 3 years) Average Total Return: 16.86%
Philip Milburn
Philip Milburn
9/10 in Bonds - Sterling High Yield (Performance over 3 years) Average Total Return: 13.92%
Richard Woolnough
Richard Woolnough
45/64 in Bonds - Sterling Corporate Bond (Performance over 3 years) Average Total Return: 19.27%
Adrian Frost
Adrian Frost
50/88 in Equity - UK Equity Income (Performance over 3 years) Average Total Return: 19.33%
Adrian Gosden
Adrian Gosden
56/88 in Equity - UK Equity Income (Performance over 3 years) Average Total Return: 18.67%
Neil Woodford
Neil Woodford
7/88 in Equity - UK Equity Income (Performance over 3 years) Average Total Return: 28.04%
Ben Whitmore
Ben Whitmore
19/104 in Equity - Global Equity Income (Performance over 3 months) Average Total Return: 8.00%
Stuart Rhodes
Stuart Rhodes
41/65 in Equity - Global Equity Income (Performance over 3 years) Average Total Return: 33.25%
Jason Pidcock
Jason Pidcock
109/114 in Equity - Asia Pacific Excluding Japan (Performance over 3 years) Average Total Return: 18.25%
Peter Lawery
Peter Lawery
Your Business: Cover Star Club

Profile: 'a lot of the hard work is done' says Charles Stanley

Profile: 'a lot of the hard work is done' says Charles Stanley

We’ve turned a corner, and there is positive momentum behind Charles Stanley says Charles Stanley's private client head

Wealth Manager on Twitter