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 Jupiter Merlin Balanced Portfolio (Inc)  

The Jupiter Merlin Balanced Portfolio is an actively managed fund of funds and could be suitable for investors who prefer to invest the majority of their assets in the UK but want to add an element of overseas exposure to their investments which our managers believe capable of producing superior total returns.

The funds held in the Jupiter Merlin Balanced Portfolio invest in international equities, fixed interest stocks, commodities and property. At least 15% will be invested in fixed interest stocks or cash with a maximum of 85% in equities. The largest geographical weighting within the underlying fund is in the UK, however, the portfolio will invest at least 10% in non-UK equities at all times.
 
The Jupiter Independent Funds Team
The Portfolios are managed by John Chatfeild-Roberts, Peter Lawery and Algy Smith-Maxwell.

Key fund facts
. Experienced, independently rated, award-winning fund management team, with more than 45 years experience between them
. Provides a balanced middle ground between the cautious Jupiter Merlin Income Portfolio and the  more aggressive Jupiter Merlin Growth Portfolio
. Suitable for both growth and income investors who want to benefit from stock market growth, but don't want to commit entirely to equities
 
Downloads
 Fund factsheet
 Jupiter Merlin Portfolios brochure

Fund Ratings
  1. S&P Research: AAA
  2. OBSR Rating: AAA
  3. Lipper Total Return: 5
  4. Lipper Consistent Return: 3
  5. Lipper Capital Preservation: 5

Fund Manager
  1. John Chatfeild-Roberts Citywire: A
  2. Algy Smith-Maxwell Citywire: A
  3. Peter Lawery Citywire: A
Bid Price (p)Offer Price (p)Historic Yield (%)Fund Size (£m)
77.5681.783.4289.0

Percentage Growth
1 Year3 Years5 YearsSince Launch
-6.633.480.6 -

Year on year percentage growth
2003 - 042004 - 052005 - 062006 - 072007 - 08
14.418.321.617.4-6.5

Fund prices and yields are calculated as at the valuation point on 27/8/2008

Please remember past performance should not be seen as a guide to future returns.

The value of an investment in a unit trust and the income from it can fall as well as rise and may be affected by exchange rate variations and you may not get back the amount you invested.

Performance data source: Financial Express, net income reinvested at UK basic rate of tax to 31/05/2008. For confirmation of individual fund launch dates, please see the Fund Information tab of the All Funds table. The OBSR Ratings are as at 31/05/2008. The Citywire ratings shown are the three year ratings as at 31/05/2008. Lipper ratings are sourced from Lipper as at 31/05/2008. Please see the online glossary within the help section for further definition of these ratings.

The investment remit of the Jupiter Merlin Portfolios was widened on the 17 July 2006. These changes may affect performance in the future. For details of the new investment powers please read the Key Features (Incorporating the Simplified Prospectus).

The Historic Yield reflects distributions paid or declared over the past twelve months as a percentage of the mid-market unit price as at the date shown. It does not include any initial charge and investors may be subject to tax on their distributions.

All of the Fund's expenses are charged to capital. This has the effect of increasing the distributions of the year by 2.40% and restraining the Fund's capital growth to an equivalent extent.
Funds of Funds Contact Us Fund Literature
Merlin Balanced (Acc)
Merlin Balanced (Inc)
For further information please contact one of the team.
 More
For more information about the Fund, a range of literature items are available.
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 Jupiter Investment Management Group Limited (JIMG), Jupiter Asset Management Limited (JAM) and Jupiter Unit Trust Managers Limited (JUTM) are all registered in England and Wales (nos 792030, 2036243 and 2009040). The registered address of JIMG, JAM and JUTM is 1 Grosvenor Place, London, SW1X 7JJ. JUTM and JAM are authorised and regulated by the Financial Services Authority, whose address is 25 The North Colonnade, Canary Wharf, London E14 5HS, under the references 122488 (JUTM) and 141274 (JAM). See www.fsa.gov.uk/register for more details. For company contact details click the link at the top of the page. Full legal information can be viewed by clicking the link above.