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Jupiter Merlin Worldwide Portfolio Class I - Income (GBP)

Sell:570.79p Buy:570.79p Change: 0.30p (0.05%)
Prices as at 5 December 2025
Sell:570.79p
Buy:570.79p
Change: 0.30p (0.05%)
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 December 2025
Sell:570.79p
Buy:570.79p
Change: 0.30p (0.05%)
Prices as at 5 December 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 88.05%
Other 11.34%
Cash and Equiv. 0.61%
UK Equities 0.00%
International Equities 0.00%
0.00%
UK Corporate Bonds 0.00%
International Bonds 0.00%
Property 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 66.23%
Mutual Funds 15.01%
Other 12.48%
UK Equities 4.27%
Cash and Equiv. 1.46%
Property 0.28%
Investment Trust 0.16%
Alternative Trading Strategies 0.10%
ETF 0.01%
Money Market 0.00%
International Bonds 0.00%

Standard top 10 holdings

Stock name % Weight Sector
1 Morant Wright WS Morant Wright Japan Class B 24.59% Japan
2 Jupiter Global Value Class I 18.51% Global
3 MFS Meridian Contrarian Value 12.46%
4 BlueBox Global Technology Class J - USD 11.97% Global
5 Janus Henderson Horizon Global Smaller Companies Class M2 USD 7.55%
6 IFSL Evenlode Global Equity Class F 7.46% Global
7 Long Walk 6.14%
8 Prevatt Global 5.20%
9 WisdomTree ETC WisdomTree Core Physical Gold (LSE) 2.54%
10 Fundsmith Equity Class I 2.47% Global

IA sector allocation

Asset Allocation
Global Growth 40.41%
Japan 24.59%
Not Classified 22.55%
Non-mutual 11.34%
Cash 0.61%
Specialist 0.42%
UK Equity Income 0.08%

X-ray top 10 holdings

X-ray top 10 holdings currently unavailable.

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