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Jupiter Merlin Balanced Portfolio Class I - Income (GBP)

Sell:201.93p Buy:201.93p Change: 0.93p (0.46%)
Prices as at 5 February 2026
Sell:201.93p
Buy:201.93p
Change: 0.93p (0.46%)
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 5 February 2026
Sell:201.93p
Buy:201.93p
Change: 0.93p (0.46%)
Prices as at 5 February 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.

Breakdown by market capitalisation (%)

Market cap bar chart
<£50M 0.02%
>£50M and <£250M 0.56%
>£250M and <£1BN 6.09%
>£1BN and <£3BN 13.72%
>£3BN and <£5BN 6.95%
>£5BN and <£10BN 10.76%
>£10BN and <£20BN 7.28%
>£20BN and <£50BN 9.52%
>£50BN 7.98%
Unknown 28.20%
Debt 5.93%
Cash and Equiv. 3.00%

X-ray equity sectors (Industry Classification Benchmark)


Consumer Discretionary
14.08%
Financials
13.25%
Industrials
12.09%
Technology
8.86%
Non-Classified
8.37%
Basic Materials
6.91%
Consumer Staples
6.35%
Bonds
5.93%
Managed Funds
5.62%
Health Care
3.94%
Cash and Equiv.
3.00%
Property
2.86%
Energy
2.52%
Other
6.22%
Industrial Goods & Services
9.51%
Technology
8.86%
Non-Classified
8.37%
Banks
7.46%
Bonds
5.93%
Managed Funds
5.62%
Consumer Products & Services
5.46%
Automobiles & Parts
4.67%
Basic Resources
4.26%
Health Care
3.94%
Food, Beverage & Tobacco
3.47%
Cash and Equiv.
3.00%
Financial Services
2.96%
Other
26.50%
Non-Classified
8.37%
Banks
7.46%
Bonds
5.93%
Managed Funds
5.62%
Technology Hardware & Equipment
4.70%
Automobiles & Parts
4.67%
Software & Computer Services
4.16%
Cash and Equiv.
3.00%
Personal Care, Drug & Grocery Stores
2.88%
Property
2.86%
Industrial Metals & Mining
2.77%
Chemicals
2.65%
Construction & Materials
2.58%
Other
42.36%
Non-Classified
8.37%
Banks
7.46%
Bonds
5.93%
Managed Funds
5.62%
Auto Parts
3.38%
Cash and Equiv.
3.00%
Property
2.86%
Software
2.80%
Alternative Trading Strategies
2.07%
Pharmaceuticals
2.01%
Semiconductors
1.98%
Life Insurance
1.77%
Chemicals: Diversified
1.74%
Other
51.03%

Detailed sector breakdown

Drill down through sectors by clicking on the plus icons.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Data accurate as at 31 December 2025

Fund Analysis is only available on the desktop version of our website. This can be accessed using a desktop or laptop PC or some larger tablets.

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