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 Worldwide Portfolio Class I - Income (GBP)

Sell:597.45p Buy:597.45p Change: 5.75p (0.97%)
Prices as at 22 January 2026
Sell:597.45p
Buy:597.45p
Change: 5.75p (0.97%)
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 22 January 2026
Sell:597.45p
Buy:597.45p
Change: 5.75p (0.97%)
Prices as at 22 January 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 88.02%
Other 11.67%
Cash and Equiv. 0.31%
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 66.09%
Mutual Funds 15.19%
Other 12.82%
UK Equities 4.20%
Cash and Equiv. 1.16%
Property 0.28%
Investment Trust 0.15%
Alternative Trading Strategies 0.09%
ETF 0.01%
Money Market 0.01%
International Bonds 0.00%

Standard top 10 holdings

Stock name % Weight Sector
1 Morant Wright WS Morant Wright Japan Class B 24.70% Japan
2 Jupiter Global Value Class I 18.32% Global
3 BlueBox Global Technology Class J - USD 12.45% Global
4 MFS Meridian Contrarian Value 12.37%
5 Janus Henderson Horizon Global Smaller Companies Class M1 USD 7.58%
6 IFSL Evenlode Global Equity Class F 7.23% Global
7 Long Walk 6.58%
8 Prevatt Global 5.09%
9 WisdomTree ETC WisdomTree Core Physical Gold (LSE) 2.81%
10 Fundsmith Equity Class I 1.96% Global

IA sector allocation

Asset Allocation
Global Growth 39.96%
Japan 24.70%
Not Classified 22.77%
Non-mutual 11.67%
Specialist 0.51%
Cash 0.31%
UK Equity Income 0.09%

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