Jupiter Merlin Growth Portfolio Class I - Income (GBP)
Our view on this Fund
This fund is run by the highly experienced Jupiter Merlin multi-manager team headed by John Chatfeild-Roberts. The team takes a flexible, common sense approach to investment. This is a diversified portfolio, investing in other managed funds, which may appeal to investors looking for a global fund with a UK bias. This adventurous fund can invest up to 100% in equities. The team can make aggressive asset allocation calls, which could add value when these views are correct, but could be painful if mistimed.
Our view on the sector
Performance Analysis
Investment Philosophy
Process and Portfolio Construction
Manager Track Record Based on HL Quantitative Research
This information is currently unavailable.
Fund Track Record
22/11/19 to 22/11/20 | 22/11/20 to 22/11/21 | 22/11/21 to 22/11/22 | 22/11/22 to 22/11/23 | 22/11/23 to 22/11/24 | |
---|---|---|---|---|---|
Annual return | 4.30% | 20.31% | -5.84% | 7.16% | 14.62% |
Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.