Wealth Manager - the site for professional investment managers

Register to get unlimited access to all of 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, Asian equities and gold, as well as a third in a diverse range of fixed 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
86/115 in Mixed Assets - Balanced GBP (Performance over 3 years) Average Total Return: 24.34%
Algy Smith-Maxwell
Algy Smith-Maxwell
87/115 in Mixed Assets - Balanced GBP (Performance over 3 years) Average Total Return: 24.34%
Henry Stipp
Henry Stipp
8/16 in Bonds - Emerging Markets Global Hard Currency (Performance over 3 years) Average Total Return: 16.37%
Ariel Bezalel
Ariel Bezalel
25/101 in Bonds - Global (Performance over 1 year) Average Total Return: 8.92%
Philip Milburn
Philip Milburn
7/8 in Bonds - Sterling High Yield (Performance over 3 years) Average Total Return: 27.54%
Richard Woolnough
Richard Woolnough
51/58 in Bonds - Sterling Corporate Bond (Performance over 3 years) Average Total Return: 24.16%
Adrian Frost
Adrian Frost
45/78 in Equity - UK Equity Income (Performance over 3 years) Average Total Return: 47.49%
Adrian Gosden
Adrian Gosden
51/78 in Equity - UK Equity Income (Performance over 3 years) Average Total Return: 46.44%
Neil Woodford
Neil Woodford
30/78 in Equity - UK Equity Income (Performance over 3 years) Average Total Return: 55.61%
Ben Whitmore
Ben Whitmore
33/98 in Equity - UK Equity Income (Performance over 1 year) Average Total Return: 10.45%
Stuart Rhodes
Stuart Rhodes
32/38 in Equity - Global Equity Income (Performance over 3 years) Average Total Return: 32.56%
Jason Pidcock
Jason Pidcock
45/61 in Equity - Asia Pacific Excluding Japan (Performance over 3 years) Average Total Return: 20.65%
Peter Lawery
Peter Lawery
Citywire TV
Brewin's Foster: the world’s most unconventional monetary policies

Brewin's Foster: the world’s most unconventional monetary policies

In this week's podcast, Guy Foster asks why the world’s biggest economies are pursuing some of the world’s most unconventional monetary policies. 

Play Charles Tan on Woodford & hidden trust income gems

Charles Tan on Woodford & hidden trust income gems

Cantor Fitzgerald investment company analyst Charles Tan discusses Woodford Patient Capital and some of the income trusts slipping under the radar.  

Play Taxicab Tenner: SGPB Hambros CIO Eric Verleyen

Taxicab Tenner: SGPB Hambros CIO Eric Verleyen

In the second episode of our new series, Verleyen jumps on board a black cab and explains how hard it's become to find good valuation on the market.  

Wealth Manager on Twitter