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Jupiter Merlin Balanced Portfolio J Inc

Fund

ISIN GB00BJJQF391 / Valor null

NAV (2025-11-14)
GBP 1.77-1.44%

Jupiter Merlin Balanced Portfolio J Inc
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The Jupiter Merlin Balanced Portfolio aims for long-term growth and income by primarily investing between 65% to 85% in global company shares through Jupiter-managed and associated collective investment schemes. Up to 30% of the portfolio is allocated to other transferable securities such as exchange-traded commodities, cash, and money market instruments. Additionally, the fund utilizes derivatives to help manage costs and risks, resulting in a diversified and focused investment strategy designed to achieve strong risk-adjusted returns.

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Tags:
global equities multi asset ia mixed investment 40%-85% shares sector

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OTHER SHARE CLASSES OF THIS FUND

Jupiter Merlin Balanced Portfolio L Inc
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Annual Return

-50%0%+50%

Risk level

110
-1.44%GBP 1.74
Jupiter Merlin Balanced Portfolio L Acc
Jupiter Merlin Balanced Portfolio L Acc Jupiter Merlin Balanced Portfolio L Acc Valor: 1496097
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Annual Return

-50%0%+50%

Risk level

110
-1.44%GBP 2.97
Jupiter Merlin Balanced Portfolio I Acc
Jupiter Merlin Balanced Portfolio I Acc Jupiter Merlin Balanced Portfolio I Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.44%GBP 3.28
Jupiter Merlin Balanced Portfolio J Acc
Jupiter Merlin Balanced Portfolio J Acc Jupiter Merlin Balanced Portfolio J Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.44%GBP 3.02
Jupiter Merlin Balanced Portfolio I Inc
Jupiter Merlin Balanced Portfolio I Inc Jupiter Merlin Balanced Portfolio I Inc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.44%GBP 1.93