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Jupiter Merlin Income Portfolio Class I - Income (GBP)

Sell:173.02p Buy:173.02p Change: 0.47p (0.27%)
Prices as at 11 March 2026
Sell:173.02p
Buy:173.02p
Change: 0.47p (0.27%)
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 11 March 2026
Sell:173.02p
Buy:173.02p
Change: 0.47p (0.27%)
Prices as at 11 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 94.76%
Property 4.18%
Cash and Equiv. 1.06%
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 30.43%
UK Equities 26.34%
International Bonds 22.38%
UK Corporate Bonds 6.05%
Property 5.20%
Mutual Funds 3.94%
Cash and Equiv. 2.50%
Alternative Trading Strategies 1.22%
Other 1.12%
Money Market 0.33%
0.32%
Investment Trust 0.16%
ETF 0.00%

Standard top 10 holdings

Stock name % Weight Sector
1 Aegon AM High Yield Global Bond (Ireland) Class J (Hedged) 19.49% Global Fixed Interest
2 IFSL Evenlode Income Class C 12.69% UK All Companies
3 Morant Wright WS Morant Wright Nippon Yield Class B 12.36% Japan
4 Man Group GLG Income Class D 12.18% UK Equity Income
5 Jupiter Global Value Equity Class I 7.99% Global
6 BlueBox Global Technology Class J - USD 6.30% Global
7 M&G Global Corporate Bond Sterling L 5.43% £ Corporate Bond
8 Jupiter Global High Yield Bond Class I Q HSC 5.12% Global Fixed Interest
9 Jupiter UK Income Class L 4.50% UK Equity Income
10 Mayfair Capital Commercial Property 4.18%

IA sector allocation

Asset Allocation
Global Fixed Interest 24.61%
UK Equity Income 16.69%
Global Growth 14.78%
UK All Companies 12.69%
Japan 12.36%
Not Classified 6.27%
£ Corporate Bond 5.43%
Non-mutual 4.18%
Targeted Absolute Return 1.08%
Cash 1.06%
Currency Sterling 0.36%
£ Strategic Bond 0.26%
Specialist 0.25%

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