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Jupiter Merlin Income Portfolio Class I - Accumulation (GBP)

Sell:473.19p Buy:473.19p Change: 2.43p (0.51%)
Prices as at 2 April 2026
Sell:473.19p
Buy:473.19p
Change: 2.43p (0.51%)
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 2 April 2026
Sell:473.19p
Buy:473.19p
Change: 2.43p (0.51%)
Prices as at 2 April 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 95.74%
Property 4.04%
Cash and Equiv. 0.22%
UK Equities 0.00%
International Equities 0.00%
0.00%
UK Corporate Bonds 0.00%
International Bonds 0.00%
Other 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 34.63%
UK Equities 23.10%
International Bonds 21.97%
UK Corporate Bonds 5.76%
Alternative Trading Strategies 5.26%
Property 5.04%
Cash and Equiv. 1.66%
Mutual Funds 1.07%
Other 0.81%
0.31%
Money Market 0.25%
Investment Trust 0.14%

Standard top 10 holdings

Stock name % Weight Sector
1 Aegon AM High Yield Global Bond (Ireland) Class J (Hedged) 18.75% Global Fixed Interest
2 Morant Wright WS Morant Wright Nippon Yield Class B 13.79% Japan
3 Man Group GLG Income Class D 12.34% UK Equity Income
4 IFSL Evenlode Income Class C 9.10% UK All Companies
5 Jupiter Global Value Equity Class I 8.38% Global
6 BlueBox Global Technology Class J - USD 5.66% Global
7 M&G Global Corporate Bond Sterling L 5.26% £ Corporate Bond
8 Jupiter Merian Global Equity Absolute Return Class I Hedged 4.96% Targeted Absolute Return
9 Jupiter Global High Yield Bond Class I Q HSC 4.96% Global Fixed Interest
10 Jupiter UK Income Class L 4.55% UK Equity Income

IA sector allocation

Asset Allocation
Global Fixed Interest 23.71%
UK Equity Income 16.89%
Global Growth 14.51%
Japan 13.79%
UK All Companies 9.10%
£ Corporate Bond 5.26%
Targeted Absolute Return 4.96%
Non-mutual 4.04%
Not Classified 3.44%
Global Emerging Markets 3.43%
Currency Sterling 0.40%
£ Strategic Bond 0.25%
Cash 0.22%

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