We don’t support this browser anymore.
This means our website may not look and work as you would expect. Read more about browsers and how to update them here.

Jupiter Merlin Balanced Portfolio Class I - Income (GBP)

Sell:165.25p Buy:165.25p Change: 0.40p (0.24%)
Prices as at 18 April 2024
Sell:165.25p
Buy:165.25p
Change: 0.40p (0.24%)
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 18 April 2024
Sell:165.25p
Buy:165.25p
Change: 0.40p (0.24%)
Prices as at 18 April 2024
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 0.00%
>£50M and <£250M 0.30%
>£250M and <£1BN 4.04%
>£1BN and <£3BN 9.40%
>£3BN and <£5BN 5.72%
>£5BN and <£10BN 9.46%
>£10BN and <£20BN 10.23%
>£20BN and <£50BN 13.20%
>£50BN 16.26%
Unknown 30.98%
Debt 6.01%
Cash and Equiv. -5.59%

X-ray equity sectors (Industry Classification Benchmark)


Industrials
12.57%
Consumer Discretionary
11.58%
Financials
10.87%
Technology
9.10%
Alternative Trading Strategies
8.86%
Consumer Staples
8.53%
Energy
8.07%
Managed Funds
7.12%
Bonds
6.01%
Non-Classified
5.73%
Health Care
5.37%
Basic Materials
4.11%
Property
2.81%
Telecommunications
2.61%
Other
4.86%
Industrial Goods & Services
10.05%
Technology
9.10%
Alternative Trading Strategies
8.86%
Energy
8.07%
Managed Funds
7.12%
Bonds
6.01%
Non-Classified
5.73%
Health Care
5.37%
Food, Beverage & Tobacco
4.98%
Financial Services
4.40%
Banks
4.21%
Consumer Products & Services
4.13%
Personal Care, Drug & Grocery Stores
3.56%
Property
2.81%
Other
24.02%
Alternative Trading Strategies
8.86%
Non-Renewable Energy
8.07%
Managed Funds
7.12%
Bonds
6.01%
Non-Classified
5.73%
Software & Computer Services
5.20%
Banks
4.21%
Technology Hardware & Equipment
3.90%
Industrial Support Services
3.66%
Investment Banking & Brokerage Services
3.58%
Personal Care, Drug & Grocery Stores
3.56%
Pharmaceuticals & Biotechnology
3.26%
Property
2.81%
Media
2.66%
Other
39.64%
Alternative Trading Strategies
8.86%
Managed Funds
7.12%
Bonds
6.01%
Non-Classified
5.73%
Integrated Oil & Gas
4.66%
Banks
4.21%
Software
3.55%
Pharmaceuticals
3.26%
Property
2.81%
Semiconductors
2.24%
Asset Managers & Custodians
1.98%
Tobacco
1.97%
Personal Products
1.69%
Oil: Crude Producers
1.69%
Other
51.52%

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 2023

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