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, 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

Jason Pidcock
Jason Pidcock
John Chatfeild-Roberts
John Chatfeild-Roberts
98/122 in Mixed Assets - Balanced GBP (Performance over 3 years) Average Total Return: 21.32%
Algy Smith-Maxwell
Algy Smith-Maxwell
99/122 in Mixed Assets - Balanced GBP (Performance over 3 years) Average Total Return: 21.32%
Henry Stipp
Henry Stipp
13/16 in Bonds - Emerging Markets Global Hard Currency (Performance over 3 years) Average Total Return: 5.07%
Ariel Bezalel
Ariel Bezalel
3/65 in Bonds - Global (Performance over 3 years) Average Total Return: 30.42%
Philip Milburn
Philip Milburn
7/8 in Bonds - Sterling High Yield (Performance over 3 years) Average Total Return: 26.25%
Richard Woolnough
Richard Woolnough
50/62 in Bonds - Sterling Corporate Bond (Performance over 3 years) Average Total Return: 18.57%
Adrian Frost
Adrian Frost
49/80 in Equity - UK Equity Income (Performance over 3 years) Average Total Return: 46.36%
Adrian Gosden
Adrian Gosden
55/80 in Equity - UK Equity Income (Performance over 3 years) Average Total Return: 45.33%
Neil Woodford
Neil Woodford
29/80 in Equity - UK Equity Income (Performance over 3 years) Average Total Return: 55.95%
Ben Whitmore
Ben Whitmore
87/98 in Equity - UK Equity Income (Performance over 1 year) Average Total Return: 3.64%
Stuart Rhodes
Stuart Rhodes
29/37 in Equity - Global Equity Income (Performance over 3 years) Average Total Return: 30.01%
Peter Lawery
Peter Lawery
Your Business: Cover Star Club

Profile: CHI's bond supremo on liquidity and bond risk management

Profile: CHI's bond supremo on liquidity and bond risk management

'Some people have been extremely complacent about rate rise risk. Myself, I wish they would just get on with it.'

Wealth Manager on Twitter