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Jupiter Merlin Balanced Portfolio Class I - Income (GBP)

Sell:191.53p Buy:191.53p Change: 0.02p (0.01%)
Prices as at 23 October 2025
Sell:191.53p
Buy:191.53p
Change: 0.02p (0.01%)
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 23 October 2025
Sell:191.53p
Buy:191.53p
Change: 0.02p (0.01%)
Prices as at 23 October 2025
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 89.00%
Other 7.73%
Property 3.00%
Cash and Equiv. 0.26%
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 47.48%
UK Equities 24.14%
Other 9.07%
International Bonds 6.43%
Property 3.95%
Cash and Equiv. 3.84%
Mutual Funds 3.26%
UK Corporate Bonds 1.64%
Investment Trust 0.20%
0.07%
ETF 0.02%
Money Market 0.01%
Alternative Trading Strategies -0.10%

Standard top 10 holdings

Stock name % Weight Sector
1 Morant Wright WS Morant Wright Nippon Yield Class B 14.89% Japan
2 Jupiter Global Value Class I 13.75% Global
3 IFSL Evenlode Income Class C 10.81% UK All Companies
4 Man Group GLG Income Class D 9.93% UK Equity Income
5 BlueBox Global Technology Class J - USD 9.06% Global
6 Aegon AM High Yield Global Bond (Ireland) Class J (Hedged) 6.81% Global Fixed Interest
7 MFS Meridian MFS Meridian Funds - Contrarian Value Class I1 6.58% Global
8 Prevatt Global 5.57%
9 Janus Henderson Horizon Global Smaller Companies Class M2 USD 4.42%
10 Jupiter UK Income Class L 3.55% UK Equity Income

IA sector allocation

Asset Allocation
Global Growth 32.75%
Japan 14.89%
UK Equity Income 13.48%
UK All Companies 10.81%
Non-mutual 10.73%
Not Classified 9.30%
Global Fixed Interest 6.81%
Specialist 0.62%
Currency Sterling 0.35%
Cash 0.26%
North American Smaller Companies %

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