020 7189 9999

Monday to Friday 7.45am - 6.00pm
Saturday 9.30am - 1.30pm

Bestinvest
Fund search

JUPITER MERLIN BALANCED PORTFOLIO - Fund overview

No Bestinvest rating
Find rated mixed investment 40-85% shares funds


Overview of JUPITER MERLIN BALANCED PORTFOLIO

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. JUPITER MERLIN BALANCED PORTFOLIO does not fall into either of these categories at present.

Standard Initial Charge

5.25% 0.00%

Invest via Bestinvest

to save 5.25%

Find out how to invest

Fund summary

Sector  Mixed Investment 40-85% Shares
Product type  UNIT TRUST
Launched  October, 2002
Size  £1,276m
Yield 2.0%
Charging basis  Capital
Dividends paid  –
Bid price(inc) 85.18p
Bid price(acc) 106.87p

Fund Charges

Standard Initial charge 5.25%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 0.24%
Annual management charge 1.50%
Total expense ratio 2.28%
Reduction in yield (10yr) 2.30%

Bestinvest says


No information available.

Portfolio

jupiter merlin balanced portfolio asset allocation illustration
Allocation Proportion
Equity 64%
High yield bonds –
Quality bonds 25%
Property –
Commodities 6%
Hedge –
Fund cash 5%
jupiter merlin balanced portfolio equity geographic illustration
Allocation Proportion
UK 51%
Europe 0%
Nth America 30%
Japan 4%
Pacific 6%
Other Equity 9%
jupiter merlin balanced portfolio equity capitalisation illustration
Allocation Proportion
Large Caps 55%
Mid Caps 30%
Small Caps 15%

View all performance data for JUPITER MERLIN BALANCED PORTFOLIO

Investment process


The fund aims to achieve long term capital growth together with income through a fund of funds approach. Up to 85% of the portfolio will be held in international equities, with the balance invested in fixed interest securities, according to market conditions.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

Version: 4.1.2