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Jupiter Merlin Balanced Portfolio Class I - Accumulation (GBP)

Sell:342.73p Buy:342.73p Change: 1.21p (0.35%)
Prices as at 21 January 2026
Sell:342.73p
Buy:342.73p
Change: 1.21p (0.35%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now
Prices as at 21 January 2026
Sell:342.73p
Buy:342.73p
Change: 1.21p (0.35%)
Prices as at 21 January 2026
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Asset Allocation

Standard

Asset Allocation
Key % Net Assets
Mutual Funds 86.99%
Other 12.67%
Cash and Equiv. 0.34%
UK Equities 0.00%
International Equities 0.00%
0.00%
UK Corporate Bonds 0.00%
International Bonds 0.00%
Property 0.00%
ETF 0.00%
Investment Trust 0.00%
Money Market 0.00%
Alternative Trading Strategies 0.00%

X-ray

X-ray asset allocation
Key % Net Assets
International Equities 45.39%
UK Equities 21.40%
Other 13.57%
Mutual Funds 10.07%
International Bonds 4.58%
Cash and Equiv. 1.95%
UK Corporate Bonds 1.71%
Property 0.96%
Investment Trust 0.23%
0.06%
Alternative Trading Strategies 0.04%
ETF 0.02%
Money Market 0.01%

Standard top 10 holdings

Stock name % Weight Sector
1 Morant Wright WS Morant Wright Nippon Yield Class B 16.32% Japan
2 Jupiter Global Value Class I 14.19% Global
3 IFSL Evenlode Income Class C 10.14% UK All Companies
4 BlueBox Global Technology Class J - USD 9.58% Global
5 Man Group GLG Income Class D 9.54% UK Equity Income
6 MFS Meridian Contrarian Value 6.59%
7 Aegon AM High Yield Global Bond (Ireland) Class J (Hedged) 6.52% Global Fixed Interest
8 Prevatt Global 5.56%
9 Janus Henderson Horizon Global Smaller Companies Class M1 USD 4.71%
10 Jupiter UK Income Class L 3.40% UK Equity Income

IA sector allocation

Asset Allocation
Global Growth 25.52%
Japan 16.32%
Not Classified 14.66%
UK Equity Income 12.93%
Non-mutual 12.67%
UK All Companies 10.14%
Global Fixed Interest 6.52%
Specialist 0.87%
Cash 0.34%
Currency Sterling 0.02%

X-ray top 10 holdings

X-ray top 10 holdings currently unavailable.

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You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now