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Jupiter Merlin Balanced Portfolio Class I - Accumulation (GBP)

Sell:340.70p Buy:340.70p Change: 2.49p (0.73%)
Prices as at 13 March 2026
Sell:340.70p
Buy:340.70p
Change: 2.49p (0.73%)
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 13 March 2026
Sell:340.70p
Buy:340.70p
Change: 2.49p (0.73%)
Prices as at 13 March 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 88.14%
Other 7.41%
Property 2.78%
Cash and Equiv. 1.66%
UK Equities 0.00%
International Equities 0.00%
0.00%
UK Corporate Bonds 0.00%
International Bonds 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 49.11%
UK Equities 22.93%
Other 8.05%
Mutual Funds 4.68%
International Bonds 4.33%
Property 3.67%
Cash and Equiv. 3.13%
Alternative Trading Strategies 1.95%
UK Corporate Bonds 1.49%
Money Market 0.43%
Investment Trust 0.21%
ETF 0.02%

Standard top 10 holdings

Stock name % Weight Sector
1 Morant Wright WS Morant Wright Nippon Yield Class B 17.50% Japan
2 Jupiter Global Value Class I 14.72% Global
3 Man Group GLG Income Class D 9.82% UK Equity Income
4 IFSL Evenlode Income Class C 9.50% UK All Companies
5 BlueBox Global Technology Class J - USD 8.12% Global
6 MFS Meridian MFS Meridian Funds - Contrarian Value Class IS 2 6.71% Global
7 Aegon AM High Yield Global Bond (Ireland) Class J (Hedged) 5.99% Global Fixed Interest
8 Prevatt Global Fund 5.40%
9 Janus Henderson Horizon Global Smaller Companies Class M1 USD 4.75%
10 Jupiter UK Income Class L 3.52% UK Equity Income

IA sector allocation

Asset Allocation
Global Growth 31.25%
Japan 17.50%
UK Equity Income 13.34%
Non-mutual 10.20%
UK All Companies 9.50%
Not Classified 7.63%
Global Fixed Interest 5.99%
Cash 1.66%
Targeted Absolute Return 1.52%
Specialist 1.22%
Currency Sterling 0.19%

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