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
105/137 in Mixed Assets - Balanced GBP (Performance over 3 years) Average Total Return: 16.20%
Algy Smith-Maxwell
Algy Smith-Maxwell
106/137 in Mixed Assets - Balanced GBP (Performance over 3 years) Average Total Return: 16.20%
Henry Stipp
Henry Stipp
11/26 in Bonds - Emerging Markets Global Hard Currency (Performance over 3 years) Average Total Return: 45.00%
Ariel Bezalel
Ariel Bezalel
34/78 in Bonds - Global (Performance over 3 years) Average Total Return: 16.43%
Philip Milburn
Philip Milburn
9/10 in Bonds - Sterling High Yield (Performance over 3 years) Average Total Return: 14.19%
Richard Woolnough
Richard Woolnough
52/65 in Bonds - Sterling Corporate Bond (Performance over 3 years) Average Total Return: 16.02%
Adrian Frost
Adrian Frost
51/86 in Equity - UK Equity Income (Performance over 3 years) Average Total Return: 21.74%
Neil Woodford
Neil Woodford
13/86 in Equity - UK Equity Income (Performance over 3 years) Average Total Return: 28.80%
Ben Whitmore
Ben Whitmore
41/110 in Equity - Global Equity Income (Performance over 3 months) Average Total Return: 2.70%
Stuart Rhodes
Stuart Rhodes
29/66 in Equity - Global Equity Income (Performance over 3 years) Average Total Return: 44.23%
Jason Pidcock
Jason Pidcock
111/117 in Equity - Asia Pacific Excluding Japan (Performance over 3 years) Average Total Return: 26.44%
Peter Lawery
Peter Lawery
Adrian Gosden
Adrian Gosden
Citywire TV
Play Big City Bright Future

Big City Bright Future

Big City Bright Future, the brainchild of BlackRock, is a three-week work experience programme for school leavers looking to forge a career in the City.

Play Kames' Ennett: Trump good for US high yield, but beware Europe

Kames' Ennett: Trump good for US high yield, but beware Europe

Kames Capital’s head of high yield David Ennett believes the changing political landscape will be a positive for the US, but negative for Europe in 2017.

Play Philip Milburn: why inflation won't run out of control

Philip Milburn: why inflation won't run out of control

Kames bond fund manager views inflation as more of 'scare' than a 'problem' and is positioning his portfolios accordingly.

Read More
Your Business: Cover Star Club

Profile: change is the only constant for Quilter Cheviot

Profile: change is the only constant for Quilter Cheviot

This is not the first time we have profiled David Miller, but at the time of his previous appearance his company looked very different.

Wealth Manager on Twitter